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
$1.02B
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.53M
3
+$8.04M
4
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$8.03M
5
JULT icon
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
+$8.01M

Top Sells

1
+$8.35M
2
+$7.84M
3
+$6.69M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$6.68M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$6.67M

Sector Composition

1 Technology 14.58%
2 Financials 9.02%
3 Industrials 7.05%
4 Consumer Staples 6.23%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.88M 0.18%
44,225
-7,680
102
$1.86M 0.18%
23,291
+563
103
$1.82M 0.18%
4,249
+1,271
104
$1.82M 0.18%
34,141
-521
105
$1.81M 0.18%
43,728
+1,744
106
$1.81M 0.18%
26,553
-3,951
107
$1.8M 0.18%
19,401
+1,817
108
$1.78M 0.18%
24,209
-5,114
109
$1.74M 0.17%
2,109
+200
110
$1.67M 0.16%
65,868
+48
111
$1.63M 0.16%
1,748
-25
112
$1.53M 0.15%
30,135
-1,958
113
$1.5M 0.15%
10,706
+4,464
114
$1.49M 0.15%
65,682
+439
115
$1.43M 0.14%
46,842
+4,334
116
$1.43M 0.14%
33,937
-108
117
$1.42M 0.14%
39,393
118
$1.42M 0.14%
33,706
-5,654
119
$1.42M 0.14%
7,300
-12,154
120
$1.3M 0.13%
22,761
+1,895
121
$1.29M 0.13%
58,365
-603
122
$1.27M 0.13%
8,424
+309
123
$1.22M 0.12%
36,499
+5,364
124
$1.21M 0.12%
+9,004
125
$1.2M 0.12%
+2,190
3 4
5
6 7