WIM

WealthPlan Investment Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$8.33M
3
+$7.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.45M
5
NKE icon
Nike
NKE
+$6.72M

Top Sells

1
+$3.67M
2
+$3.11M
3
+$1.47M
4
SPBC icon
Simplify US Equity PLUS GBTC ETF
SPBC
+$499K
5
NOW icon
ServiceNow
NOW
+$189K

Sector Composition

1 Technology 14.15%
2 Consumer Staples 9.24%
3 Healthcare 8.77%
4 Industrials 8.24%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.35M 0.77%
69,981
+20,376
52
$4.34M 0.77%
165,378
+40,682
53
$4.18M 0.74%
184,251
+58,513
54
$3.92M 0.69%
116,267
+16,059
55
$3.8M 0.67%
122,032
+36,233
56
$3.49M 0.62%
100,372
+22,210
57
$3.45M 0.61%
64,450
+26,527
58
$3.43M 0.61%
43,894
+25,355
59
$3.28M 0.58%
22,605
+10,731
60
$3.25M 0.58%
+167,881
61
$3.21M 0.57%
94,701
+14,157
62
$3.16M 0.56%
75,582
+10,329
63
$2.67M 0.47%
20,434
+4,014
64
$2.63M 0.46%
10,504
+7,494
65
$2.62M 0.46%
56,847
+20,884
66
$2.32M 0.41%
85,144
+11,671
67
$2.18M 0.39%
65,809
+11,553
68
$2.14M 0.38%
10,486
+3,777
69
$2.02M 0.36%
9,726
+2,296
70
$1.95M 0.34%
3,816
+1,517
71
$1.79M 0.32%
30,183
+9,791
72
$1.63M 0.29%
13,861
+9,626
73
$1.62M 0.29%
4,421
+2,282
74
$1.6M 0.28%
14,945
+7,535
75
$1.6M 0.28%
+18,036
1 2
3
4 5