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
101
$2.36M 0.17%
+59,830
102
$2.29M 0.17%
+97,346
103
$2.26M 0.17%
+8,360
104
$2.25M 0.16%
+15,603
105
$2.24M 0.16%
+62,080
106
$2.23M 0.16%
+17,456
107
$2.19M 0.16%
+94,147
108
$2.17M 0.16%
+27,985
109
$2.13M 0.16%
+3,810
110
$2.13M 0.16%
+43,154
111
$2.03M 0.15%
+98,413
112
$1.98M 0.14%
+18,120
113
$1.97M 0.14%
+9,571
114
$1.95M 0.14%
+12,600
115
$1.92M 0.14%
+41,414
116
$1.91M 0.14%
+22,585
117
$1.85M 0.13%
+15,535
118
$1.81M 0.13%
+23,879
119
$1.79M 0.13%
+115,603
120
$1.76M 0.13%
+94,010
121
$1.76M 0.13%
+70,016
122
$1.74M 0.13%
+6,096
123
$1.73M 0.13%
+20,148
124
$1.73M 0.13%
+34,955
125
$1.69M 0.12%
+46,554
3 4
5
6 7