WIM

WealthPlan Investment Management Portfolio holdings

AUM $1.57B
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.9M
3
+$10.6M
4
TSN icon
Tyson Foods
TSN
+$10.2M
5
OCTT icon
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
+$9.02M

Top Sells

1
+$9.91M
2
+$7.42M
3
+$7.42M
4
DECT icon
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
+$7.34M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$7.33M

Sector Composition

1 Technology 13.88%
2 Financials 7.45%
3 Industrials 6.54%
4 Consumer Staples 5.34%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.21%
44,918
+7,942
102
$2.94M 0.21%
29,156
+6,130
103
$2.92M 0.21%
13,340
+2,634
104
$2.9M 0.21%
12,599
+1,630
105
$2.78M 0.2%
5,426
+1,177
106
$2.75M 0.2%
32,387
-136
107
$2.72M 0.2%
62,237
-405
108
$2.7M 0.2%
+8,884
109
$2.59M 0.19%
3,325
+1,216
110
$2.57M 0.19%
74,634
+64,046
111
$2.51M 0.18%
29,924
+6,633
112
$2.47M 0.18%
18,460
+980
113
$2.41M 0.18%
+51,658
114
$2.38M 0.17%
+33,652
115
$2.36M 0.17%
9,937
+2,290
116
$2.33M 0.17%
5,992
-108
117
$2.29M 0.17%
+24,342
118
$2.24M 0.16%
24,846
+637
119
$2.23M 0.16%
25,229
+4,355
120
$2.2M 0.16%
+46,840
121
$2.18M 0.16%
64,661
+17,819
122
$2.12M 0.15%
+64,335
123
$2.07M 0.15%
+44,893
124
$2.02M 0.15%
26,962
+409
125
$2.01M 0.15%
+38,568
3 4
5
6 7