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
126
$1.77M 0.12%
+43,336
127
$1.73M 0.12%
+85,349
128
$1.63M 0.11%
+87,730
129
$1.61M 0.11%
+7,665
130
$1.59M 0.11%
+7,313
131
$1.58M 0.11%
+39,543
132
$1.58M 0.11%
+38,985
133
$1.53M 0.11%
+45,339
134
$1.51M 0.1%
+35,064
135
$1.5M 0.1%
+41,030
136
$1.46M 0.1%
+43,744
137
$1.45M 0.1%
+7,839
138
$1.43M 0.1%
+43,092
139
$1.42M 0.1%
+58,729
140
$1.4M 0.1%
+57,636
141
$1.34M 0.09%
+28,267
142
$1.34M 0.09%
+13,453
143
$1.34M 0.09%
+9,080
144
$1.33M 0.09%
+8,960
145
$1.32M 0.09%
+26,081
146
$1.32M 0.09%
+21,626
147
$1.31M 0.09%
+55,040
148
$1.29M 0.09%
+5,549
149
$1.29M 0.09%
+42,431
150
$1.27M 0.09%
+40,964
4 5
6
7 8