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
151
$297K 0.04%
890
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152
$294K 0.04%
6,487
-2,120
153
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+9,007
154
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156
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157
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161
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163
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164
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165
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166
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4,651
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173
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2,644
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174
$225K 0.03%
2,470
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175
$217K 0.03%
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-158
4 5 6
7
8