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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Staples 9.1%
3 Industrials 7.72%
4 Healthcare 7.55%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.27M 0.09%
+14,517
152
$1.23M 0.09%
+40,401
153
$1.22M 0.09%
+28,092
154
$1.22M 0.09%
+178,669
155
$1.21M 0.09%
+8,844
156
$1.19M 0.09%
+3,707
157
$1.15M 0.08%
+3,732
158
$1.1M 0.08%
+51,811
159
$1.1M 0.08%
+16,854
160
$1.08M 0.08%
+4,461
161
$1.06M 0.08%
+38,941
162
$1.06M 0.08%
+24,320
163
$1.04M 0.08%
+9,630
164
$1.03M 0.08%
+7,269
165
$1.02M 0.07%
+10,725
166
$1.02M 0.07%
+7,089
167
$975K 0.07%
+35,923
168
$959K 0.07%
+41,753
169
$957K 0.07%
+10,324
170
$957K 0.07%
+40,148
171
$951K 0.07%
+24,032
172
$919K 0.07%
+39,445
173
$916K 0.07%
+8,992
174
$889K 0.06%
+21,256
175
$885K 0.06%
+5,892
5 6
7
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