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
$335M
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.72M
3
+$1.18M
4
FSCO
FS Credit Opportunities Corp
FSCO
+$708K
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$52.2K

Top Sells

1
+$24.3M
2
+$8.14M
3
+$7.85M
4
PEP icon
PepsiCo
PEP
+$6.81M
5
NUE icon
Nucor
NUE
+$6.5M

Sector Composition

1 Technology 14.83%
2 Consumer Staples 9.3%
3 Healthcare 8.76%
4 Industrials 8.02%
5 Financials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$71.4K 0.02%
445
-197
177
$69.7K 0.02%
2,281
-528
178
$69K 0.02%
928
179
$68.2K 0.02%
2,022
-6,598
180
$65.7K 0.02%
569
-1,130
181
$65.3K 0.02%
6,545
-1,306
182
$65.2K 0.02%
700
183
$64.7K 0.02%
1,377
+215
184
$63.7K 0.02%
800
185
$63.4K 0.02%
2,355
186
$62.8K 0.02%
2,013
187
$62.5K 0.02%
87
188
$62.3K 0.02%
2,216
-10,768
189
$62K 0.02%
489
-14
190
$59.3K 0.02%
1,678
-11,596
191
$57.7K 0.02%
495
192
$57.3K 0.02%
608
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193
$57.1K 0.02%
799
194
$55K 0.02%
2,047
-2,063
195
$53K 0.02%
286
196
$52.2K 0.02%
+1,818
197
$48.6K 0.01%
705
198
$48.2K 0.01%
119
-400
199
$47.3K 0.01%
567
200
$46.1K 0.01%
1,752
-5,170
6 7
8
9 10