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
$1.02B
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.53M
3
+$8.04M
4
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$8.03M
5
JULT icon
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
+$8.01M

Top Sells

1
+$8.35M
2
+$7.84M
3
+$6.69M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$6.68M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$6.67M

Sector Composition

1 Technology 14.58%
2 Financials 9.02%
3 Industrials 7.05%
4 Consumer Staples 6.23%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.12%
16,393
+9,512
127
$1.13M 0.11%
3,630
+32
128
$1.09M 0.11%
585
+125
129
$1.08M 0.11%
36,282
+18,823
130
$1.07M 0.11%
13,323
+411
131
$1.06M 0.1%
9,494
132
$1.05M 0.1%
15,247
-310
133
$1.03M 0.1%
19,589
-56,679
134
$944K 0.09%
42,578
+1,809
135
$927K 0.09%
22,930
+4,665
136
$921K 0.09%
130,571
-17,502
137
$903K 0.09%
12,548
+3,819
138
$895K 0.09%
25,093
+1,138
139
$893K 0.09%
7,601
-184
140
$864K 0.09%
1,745
+200
141
$854K 0.08%
401,049
142
$843K 0.08%
2,758
+169
143
$821K 0.08%
8,036
-491
144
$792K 0.08%
+11,705
145
$784K 0.08%
+1,531
146
$770K 0.08%
+8,445
147
$765K 0.08%
10,650
+44
148
$764K 0.08%
+19,719
149
$737K 0.07%
14,643
-47
150
$735K 0.07%
11,519
+1,466
4 5
6
7 8