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
201
$740K 0.05%
+27,135
202
$735K 0.05%
+31,889
203
$734K 0.05%
+6,577
204
$730K 0.05%
+7,329
205
$725K 0.05%
+15,613
206
$725K 0.05%
+2,894
207
$720K 0.05%
+20,180
208
$714K 0.05%
+10,335
209
$713K 0.05%
+25,746
210
$692K 0.05%
+22,439
211
$691K 0.05%
+8,509
212
$686K 0.05%
+6,700
213
$678K 0.05%
+9,237
214
$673K 0.05%
+33,612
215
$673K 0.05%
+34,762
216
$669K 0.05%
+1,800
217
$662K 0.05%
+20,650
218
$661K 0.05%
+12,284
219
$656K 0.05%
+11,345
220
$655K 0.05%
+20,069
221
$640K 0.04%
+9,902
222
$637K 0.04%
+17,727
223
$635K 0.04%
+26,925
224
$626K 0.04%
+9,411
225
$625K 0.04%
+15,350
7 8
9
10 11