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
76
$1.55M 0.27%
3,196
+1,714
77
$1.3M 0.23%
15,067
+5,705
78
$1.29M 0.23%
29,600
+3,000
79
$1.28M 0.23%
5,564
+2,850
80
$1.19M 0.21%
29,035
+17,659
81
$1.18M 0.21%
4,397
+126
82
$1.14M 0.2%
210,536
+27,076
83
$1.11M 0.2%
2,070
84
$1.11M 0.2%
1,177,264
+2,500
85
$1.03M 0.18%
43,500
+28,395
86
$987K 0.17%
1,950
+942
87
$972K 0.17%
2,274
+13
88
$972K 0.17%
4,040
+1,243
89
$971K 0.17%
15,294
+8,739
90
$958K 0.17%
11,244
+5,499
91
$958K 0.17%
39,393
+2,000
92
$953K 0.17%
4,604
+2,415
93
$930K 0.16%
36,602
+21,147
94
$920K 0.16%
47,277
+32,987
95
$895K 0.16%
4,667
+1,440
96
$867K 0.15%
5,222
+2,651
97
$854K 0.15%
3,242
+1,517
98
$817K 0.14%
15,403
+975
99
$803K 0.14%
+2,083
100
$778K 0.14%
15,412
+15,174
2 3
4
5 6