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
$1.44B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$40.3M
3
+$38.4M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$35.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$30.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.96%
2 Consumer Staples 7.48%
3 Financials 7.32%
4 Industrials 6.81%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.09%
+148,274
152
$1.24M 0.09%
+24,402
153
$1.23M 0.09%
+4,100
154
$1.22M 0.08%
+7,575
155
$1.21M 0.08%
+40,860
156
$1.21M 0.08%
+39,446
157
$1.2M 0.08%
+24,920
158
$1.2M 0.08%
+50,296
159
$1.15M 0.08%
+4,461
160
$1.15M 0.08%
+54,225
161
$1.13M 0.08%
+16,242
162
$1.13M 0.08%
+68,997
163
$1.12M 0.08%
+51,986
164
$1.08M 0.08%
+6,842
165
$1.05M 0.07%
+2,779
166
$1.04M 0.07%
+4,270
167
$1.02M 0.07%
+11,535
168
$1.02M 0.07%
+23,283
169
$1.02M 0.07%
+25,689
170
$1.01M 0.07%
+10,380
171
$1M 0.07%
+8,929
172
$998K 0.07%
+19,868
173
$989K 0.07%
+7,028
174
$969K 0.07%
+12,577
175
$968K 0.07%
+9,409
5 6
7
8 9