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
101
$2.94M 0.2%
+15,088
102
$2.88M 0.2%
+11,556
103
$2.87M 0.2%
+6,964
104
$2.82M 0.2%
+27,749
105
$2.8M 0.19%
+50,415
106
$2.64M 0.18%
+95,916
107
$2.47M 0.17%
+564
108
$2.46M 0.17%
+70,442
109
$2.37M 0.16%
+10,722
110
$2.36M 0.16%
+9,870
111
$2.32M 0.16%
+27,237
112
$2.29M 0.16%
+183,642
113
$2.26M 0.16%
+201,893
114
$2.25M 0.16%
+59,398
115
$2.25M 0.16%
+45,389
116
$2.19M 0.15%
+21,600
117
$2.16M 0.15%
+13,001
118
$2.16M 0.15%
+18,068
119
$2.12M 0.15%
+19,918
120
$1.94M 0.13%
+40,722
121
$1.86M 0.13%
+39,696
122
$1.84M 0.13%
+36,985
123
$1.84M 0.13%
+9,698
124
$1.83M 0.13%
+105,923
125
$1.83M 0.13%
+19,753
3 4
5
6 7