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
$1.44B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$40.3M
3
+$38.4M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$35.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$30.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.96%
2 Consumer Staples 7.48%
3 Financials 7.32%
4 Industrials 6.81%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.81M 0.33%
+80,881
77
$4.77M 0.33%
+109,456
78
$4.71M 0.33%
+97,317
79
$4.49M 0.31%
+102,857
80
$4.32M 0.3%
+88,047
81
$4.07M 0.28%
+40,746
82
$4M 0.28%
+12,782
83
$3.77M 0.26%
+42,732
84
$3.71M 0.26%
+7,891
85
$3.68M 0.26%
+12,666
86
$3.67M 0.25%
+80,690
87
$3.62M 0.25%
+129,330
88
$3.56M 0.25%
+127,140
89
$3.53M 0.25%
+141,724
90
$3.45M 0.24%
+62,939
91
$3.4M 0.24%
+98,636
92
$3.38M 0.23%
+1,235,099
93
$3.38M 0.23%
+29,580
94
$3.36M 0.23%
+15,776
95
$3.36M 0.23%
+8,924
96
$3.35M 0.23%
+78,483
97
$3.25M 0.23%
+94,155
98
$3.04M 0.21%
+133,435
99
$3.02M 0.21%
+32,821
100
$2.99M 0.21%
+7,547
2 3
4
5 6