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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Staples 9.1%
3 Industrials 7.72%
4 Healthcare 7.55%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$695K 0.05%
+33,570
202
$677K 0.05%
+20,137
203
$663K 0.05%
+21,060
204
$660K 0.05%
+20,050
205
$660K 0.05%
+7,581
206
$650K 0.05%
+12,389
207
$644K 0.05%
+20,069
208
$643K 0.05%
+21,672
209
$640K 0.05%
+33,149
210
$638K 0.05%
+20,195
211
$633K 0.05%
+9,302
212
$629K 0.05%
+27,246
213
$619K 0.05%
+2,309
214
$616K 0.05%
+4,182
215
$612K 0.04%
+7,130
216
$603K 0.04%
+9,510
217
$602K 0.04%
+17,542
218
$598K 0.04%
+11,916
219
$598K 0.04%
+6,000
220
$597K 0.04%
+11,670
221
$595K 0.04%
+45,401
222
$593K 0.04%
+7,220
223
$586K 0.04%
+5,420
224
$582K 0.04%
+5,545
225
$582K 0.04%
+15,227
7 8
9
10 11