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
$566M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$8.33M
3
+$7.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.45M
5
NKE icon
Nike
NKE
+$6.72M

Top Sells

1
+$3.67M
2
+$3.11M
3
+$1.47M
4
SPBC icon
Simplify US Equity PLUS GBTC ETF
SPBC
+$499K
5
NOW icon
ServiceNow
NOW
+$189K

Sector Composition

1 Technology 14.15%
2 Consumer Staples 9.24%
3 Healthcare 8.77%
4 Industrials 8.24%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.07%
3,888
+2,864
127
$396K 0.07%
11,367
+9,689
128
$396K 0.07%
5,259
+4,800
129
$395K 0.07%
8,916
+2,693
130
$390K 0.07%
6,720
+700
131
$388K 0.07%
5,873
-55,527
132
$375K 0.07%
255
+143
133
$360K 0.06%
12,551
+10,335
134
$357K 0.06%
14,435
+9,029
135
$353K 0.06%
11,724
+4,363
136
$346K 0.06%
11,715
+8,757
137
$333K 0.06%
1,800
+300
138
$328K 0.06%
3,600
+500
139
$315K 0.06%
1,079
+534
140
$307K 0.05%
3,484
+3,415
141
$303K 0.05%
11,375
+9,872
142
$302K 0.05%
5,513
+4,932
143
$300K 0.05%
4,961
+3,266
144
$299K 0.05%
20,124
+636
145
$294K 0.05%
+3,134
146
$293K 0.05%
6,619
+6,160
147
$289K 0.05%
4,166
+22
148
$269K 0.05%
24,598
+4,712
149
$264K 0.05%
3,197
+2,028
150
$262K 0.05%
5,686
+4,202
4 5
6
7 8