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
$581M
AUM Growth
-$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$188K
3
+$173K
4
UBER icon
Uber
UBER
+$164K
5
Z icon
Zillow
Z
+$160K

Top Sells

1
+$55.6M
2
+$29.4M
3
+$28.6M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$18.8M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$17.2M

Sector Composition

1 Technology 12.44%
2 Consumer Staples 12.02%
3 Industrials 9.91%
4 Healthcare 9.23%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$410K 0.07%
5,558
+1,087
127
$405K 0.07%
4,931
-615
128
$400K 0.07%
8,850
+1,301
129
$393K 0.07%
13,629
-38,227
130
$382K 0.07%
2,000
-1,425
131
$377K 0.06%
3,600
-193
132
$370K 0.06%
12,984
-1,079
133
$347K 0.06%
5,841
+749
134
$342K 0.06%
12,281
-14,878
135
$326K 0.06%
255
-20
136
$317K 0.05%
11,814
-37,888
137
$314K 0.05%
1,229
-944
138
$310K 0.05%
1,480
-5
139
$304K 0.05%
3,151
-5,050
140
$288K 0.05%
3,466
-258
141
$287K 0.05%
4,121
-5,404
142
$284K 0.05%
7,489
-8,054
143
$281K 0.05%
5,302
+8
144
$276K 0.05%
8,620
-311
145
$272K 0.05%
3,151
-5,006
146
$255K 0.04%
9,833
-5,260
147
$254K 0.04%
1,147
-156
148
$249K 0.04%
2,382
-5,221
149
$248K 0.04%
1,920
-270
150
$239K 0.04%
18,812
4 5
6
7 8