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
126
$1.69M 0.12%
+8,735
127
$1.66M 0.12%
+36,097
128
$1.65M 0.12%
+7,197
129
$1.64M 0.12%
+9,284
130
$1.63M 0.12%
+95,409
131
$1.59M 0.12%
+6,138
132
$1.56M 0.11%
+38,396
133
$1.54M 0.11%
+11,143
134
$1.52M 0.11%
+35,735
135
$1.5M 0.11%
+9,039
136
$1.47M 0.11%
+31,891
137
$1.46M 0.11%
+3,301
138
$1.42M 0.1%
+92,022
139
$1.4M 0.1%
+28,155
140
$1.36M 0.1%
+49,060
141
$1.36M 0.1%
+47,958
142
$1.35M 0.1%
+83,760
143
$1.35M 0.1%
+43,628
144
$1.34M 0.1%
+21,689
145
$1.34M 0.1%
+3,592
146
$1.33M 0.1%
+63,587
147
$1.33M 0.1%
+27,300
148
$1.3M 0.1%
+37,965
149
$1.3M 0.09%
+39,393
150
$1.29M 0.09%
+11,729
4 5
6
7 8