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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Staples 9.1%
3 Industrials 7.72%
4 Healthcare 7.55%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.38M 0.32%
+73,636
77
$4.18M 0.31%
+148,617
78
$4.17M 0.3%
+20,173
79
$3.99M 0.29%
+79,505
80
$3.81M 0.28%
+379,946
81
$3.53M 0.26%
+80,370
82
$3.47M 0.25%
+18,437
83
$3.44M 0.25%
+99,523
84
$3.31M 0.24%
+15,910
85
$3.21M 0.23%
+9,133
86
$3.11M 0.23%
+7,155
87
$3.1M 0.23%
+11,047
88
$3.08M 0.22%
+124,656
89
$3.08M 0.22%
+31,183
90
$3.06M 0.22%
+108,020
91
$3.05M 0.22%
+32,127
92
$2.96M 0.22%
+73,425
93
$2.84M 0.21%
+162,324
94
$2.79M 0.2%
+26,937
95
$2.74M 0.2%
+93,145
96
$2.65M 0.19%
+15,243
97
$2.59M 0.19%
+56,719
98
$2.47M 0.18%
+7,556
99
$2.46M 0.18%
+1,206,899
100
$2.41M 0.18%
+6,133
2 3
4
5 6