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
$661M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$8.86M
3
+$7.84M
4
EMR icon
Emerson Electric
EMR
+$7.19M
5
BJUN icon
Innovator US Equity Buffer ETF June
BJUN
+$6.24M

Top Sells

1
+$8.99M
2
+$8.85M
3
+$8.62M
4
NEE icon
NextEra Energy
NEE
+$7.72M
5
GDEC icon
FT Vest US Equity Moderate Buffer ETF December
GDEC
+$6.9M

Sector Composition

1 Technology 15.33%
2 Industrials 9.04%
3 Consumer Staples 8.37%
4 Healthcare 8.33%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$433K 0.07%
8,009
-1,372
127
$432K 0.07%
12,051
+45
128
$423K 0.06%
10,125
-355
129
$421K 0.06%
4,800
130
$405K 0.06%
5,202
-1,001
131
$403K 0.06%
4,931
132
$384K 0.06%
12,176
+182
133
$380K 0.06%
1,907
+202
134
$379K 0.06%
11,102
135
$375K 0.06%
3,142
+8
136
$373K 0.06%
5,791
-711
137
$373K 0.06%
4,469
-1,428
138
$362K 0.05%
711
-100
139
$356K 0.05%
9,097
+69
140
$349K 0.05%
+3,442
141
$347K 0.05%
10,072
+61
142
$342K 0.05%
5,370
-47
143
$342K 0.05%
1,600
-200
144
$330K 0.05%
5,573
-634
145
$325K 0.05%
5,106
+32
146
$316K 0.05%
3,151
147
$310K 0.05%
13,896
-15,720
148
$303K 0.05%
6,661
-976
149
$302K 0.05%
7,497
-3,729
150
$302K 0.05%
3,258
+2
4 5
6
7 8