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
$581M
AUM Growth
-$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$188K
3
+$173K
4
UBER icon
Uber
UBER
+$164K
5
Z icon
Zillow
Z
+$160K

Top Sells

1
+$55.6M
2
+$29.4M
3
+$28.6M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$18.8M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$17.2M

Sector Composition

1 Technology 12.44%
2 Consumer Staples 12.02%
3 Industrials 9.91%
4 Healthcare 9.23%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$149K 0.03%
2,395
-8,880
177
$144K 0.02%
1,034
-1,072
178
$143K 0.02%
1,155
-730
179
$140K 0.02%
+1,968
180
$140K 0.02%
4,539
-12,332
181
$131K 0.02%
800
-1,257
182
$129K 0.02%
+562
183
$128K 0.02%
+8,705
184
$126K 0.02%
+1,728
185
$125K 0.02%
3,454
-13,004
186
$123K 0.02%
15,431
187
$122K 0.02%
1,098
-608
188
$121K 0.02%
410
-3,502
189
$121K 0.02%
2,306
-7,067
190
$115K 0.02%
5,875
-6,970
191
$111K 0.02%
+670
192
$109K 0.02%
560
-1,375
193
$109K 0.02%
+1,920
194
$107K 0.02%
10,583
-8,049
195
$105K 0.02%
4,110
-32,530
196
$104K 0.02%
+564
197
$102K 0.02%
1,500
-1,562
198
$101K 0.02%
+5,886
199
$99.8K 0.02%
3,109
-17,875
200
$97.6K 0.02%
+1,400
6 7
8
9 10