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
$661M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$8.86M
3
+$7.84M
4
EMR icon
Emerson Electric
EMR
+$7.19M
5
BJUN icon
Innovator US Equity Buffer ETF June
BJUN
+$6.24M

Top Sells

1
+$8.99M
2
+$8.85M
3
+$8.62M
4
NEE icon
NextEra Energy
NEE
+$7.72M
5
GDEC icon
FT Vest US Equity Moderate Buffer ETF December
GDEC
+$6.9M

Sector Composition

1 Technology 15.33%
2 Industrials 9.04%
3 Consumer Staples 8.37%
4 Healthcare 8.33%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.27%
8,219
-89
77
$1.81M 0.27%
1,994
+2
78
$1.79M 0.27%
15,587
+942
79
$1.77M 0.27%
17,549
+6,932
80
$1.73M 0.26%
35,985
-2,726
81
$1.66M 0.25%
6,339
+291
82
$1.61M 0.24%
2,965
+547
83
$1.59M 0.24%
1,177,264
84
$1.56M 0.24%
19,127
+736
85
$1.51M 0.23%
2,739
+110
86
$1.41M 0.21%
15,412
-100
87
$1.38M 0.21%
24,008
+2,889
88
$1.34M 0.2%
1,698
+62
89
$1.24M 0.19%
15,847
+149
90
$1.17M 0.18%
1,739
-86
91
$1.17M 0.18%
11,237
-85,131
92
$1.16M 0.18%
182,805
-13,554
93
$1.13M 0.17%
39,668
+2,210
94
$1.13M 0.17%
43,560
+657
95
$1.08M 0.16%
51,748
+2,754
96
$1.06M 0.16%
26,284
-5,605
97
$1.03M 0.16%
18,105
-65,108
98
$1M 0.15%
+9,394
99
$991K 0.15%
16,392
-142,673
100
$984K 0.15%
15,506
+3
2 3
4
5 6