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
151
$262K 0.05%
3,466
152
$262K 0.05%
+2,400
153
$256K 0.05%
+3,024
154
$254K 0.04%
3,707
+1,079
155
$251K 0.04%
2,529
+1,505
156
$248K 0.04%
7,398
+5,376
157
$243K 0.04%
890
+300
158
$234K 0.04%
2,113
-13,341
159
$226K 0.04%
2,446
+58
160
$224K 0.04%
7,339
+4,321
161
$223K 0.04%
6,731
+3,448
162
$221K 0.04%
37
+30
163
$216K 0.04%
1,925
+102
164
$208K 0.04%
16,750
+3,669
165
$197K 0.03%
22,964
166
$137K 0.02%
15,431
167
$99.9K 0.02%
+10,583
168
– –
-53
169
– –
-1,377
170
– –
-10
171
– –
-6,545
172
– –
-23
173
– –
-139
174
– –
-30
175
– –
-1,500
5 6
7
8 9