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
76
$1.86M 0.28%
10,595
+186
77
$1.74M 0.27%
62,588
-776
78
$1.7M 0.26%
14,645
+783
79
$1.69M 0.26%
6,048
+289
80
$1.65M 0.25%
+18,391
81
$1.55M 0.24%
1,992
-80
82
$1.53M 0.23%
2,629
+374
83
$1.47M 0.22%
15,512
-2,581
84
$1.35M 0.21%
21,119
+10,523
85
$1.26M 0.19%
2,418
+126
86
$1.25M 0.19%
4,398
+1
87
$1.25M 0.19%
1,636
-222
88
$1.25M 0.19%
31,889
-28,151
89
$1.2M 0.18%
15,698
-595
90
$1.16M 0.18%
196,359
-10,463
91
$1.15M 0.18%
42,903
-2,361
92
$1.11M 0.17%
37,458
+3,253
93
$1.11M 0.17%
1,825
+11
94
$1.08M 0.16%
6,678
+751
95
$1.07M 0.16%
10,617
+662
96
$1.02M 0.16%
15,503
+52
97
$1.02M 0.16%
48,994
-1,545
98
$989K 0.15%
2,531
+242
99
$919K 0.14%
11,941
+2,157
100
$914K 0.14%
11,636
-195
2 3
4
5 6