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
101
$777K 0.14%
2,932
+1,182
102
$745K 0.13%
11,169
+6,610
103
$701K 0.12%
1,856
+1,669
104
$693K 0.12%
20,707
+12,215
105
$635K 0.11%
1,478
106
$624K 0.11%
7,957
+3,019
107
$623K 0.11%
14,850
+5,385
108
$578K 0.1%
14,916
+14,406
109
$566K 0.1%
6,199
+1,126
110
$545K 0.1%
13,994
+9,446
111
$535K 0.09%
7,989
+4,129
112
$484K 0.09%
23,527
+6,969
113
$478K 0.08%
6,900
114
$473K 0.08%
11,250
+3,686
115
$468K 0.08%
5,328
+2,550
116
$459K 0.08%
911
+293
117
$447K 0.08%
8,663
+7,821
118
$439K 0.08%
16,032
+15,815
119
$439K 0.08%
6,270
+5,802
120
$426K 0.08%
5,097
+1,850
121
$426K 0.08%
9,375
+8,658
122
$415K 0.07%
1,939
-143
123
$414K 0.07%
9,006
+5,862
124
$412K 0.07%
3,956
+1,241
125
$399K 0.07%
+4,931
3 4
5
6 7