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
$655M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.3M
3
+$9.27M
4
GDEC icon
FT Vest US Equity Moderate Buffer ETF December
GDEC
+$6.9M
5
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$5.62M

Top Sells

1
+$10.6M
2
+$9.03M
3
+$5.67M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$4.93M
5
UMBF icon
UMB Financial
UMBF
+$4.87M

Sector Composition

1 Technology 13.58%
2 Healthcare 8.5%
3 Financials 8.2%
4 Industrials 8.15%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.53M 0.84%
151,140
+91,448
52
$5.5M 0.84%
24,091
+63
53
$5.27M 0.8%
11,590
+474
54
$5.14M 0.78%
200,376
+21,517
55
$4.97M 0.76%
85,731
-24,481
56
$4.92M 0.75%
54,725
-26,990
57
$4.89M 0.75%
19,563
+949
58
$4.81M 0.73%
83,213
+16,966
59
$4.71M 0.72%
23,525
+644
60
$4.38M 0.67%
48,779
+1,885
61
$4.13M 0.63%
+142,787
62
$3.55M 0.54%
49,325
-24,592
63
$3.18M 0.49%
126,823
-29,625
64
$3.08M 0.47%
42,072
+11,063
65
$2.99M 0.46%
93,582
-58,881
66
$2.89M 0.44%
19,165
67
$2.63M 0.4%
29,140
-3,120
68
$2.56M 0.39%
10,401
-67
69
$2.4M 0.37%
18,236
+794
70
$2.21M 0.34%
5,194
+382
71
$2.21M 0.34%
+38,711
72
$2.12M 0.32%
8,308
-76
73
$2.07M 0.32%
4,094
+33
74
$1.99M 0.3%
39,649
-20,535
75
$1.96M 0.3%
3,501
+201
1 2
3
4 5