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
176
$959K 0.07%
+34,217
177
$958K 0.07%
+18,825
178
$948K 0.07%
+40,398
179
$941K 0.07%
+3,222
180
$933K 0.06%
+45,299
181
$929K 0.06%
+6,246
182
$907K 0.06%
+28,547
183
$903K 0.06%
+22,750
184
$889K 0.06%
+6,050
185
$867K 0.06%
+28,748
186
$853K 0.06%
+8,609
187
$848K 0.06%
+10,389
188
$833K 0.06%
+6,746
189
$831K 0.06%
+6,777
190
$828K 0.06%
+12,840
191
$827K 0.06%
+11,007
192
$823K 0.06%
+2,173
193
$792K 0.05%
+16,321
194
$787K 0.05%
+7,437
195
$783K 0.05%
+7,110
196
$780K 0.05%
+55,081
197
$765K 0.05%
+1,506
198
$762K 0.05%
+3,936
199
$760K 0.05%
+10,097
200
$751K 0.05%
+25,200
6 7
8
9 10