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
201
$96K 0.02%
299
-9,672
202
$93.1K 0.02%
508
-10,304
203
$93K 0.02%
+3,460
204
$91.7K 0.02%
514
-1,385
205
$90.7K 0.02%
+1,466
206
$86.6K 0.01%
2,809
-7,271
207
$86.2K 0.01%
+1,561
208
$86.2K 0.01%
+709
209
$85.8K 0.01%
642
-1,716
210
$83.3K 0.01%
+975
211
$81.7K 0.01%
1,100
-1,649
212
$78.9K 0.01%
+2,297
213
$78.6K 0.01%
1,470
-9,978
214
$77.7K 0.01%
+936
215
$77.3K 0.01%
+1,283
216
$76.8K 0.01%
548
-8,603
217
$76.6K 0.01%
+696
218
$75.5K 0.01%
+7,851
219
$73.3K 0.01%
+1,372
220
$71.9K 0.01%
+385
221
$71.5K 0.01%
+87
222
$71.4K 0.01%
734
-1,785
223
$68.3K 0.01%
+445
224
$67.5K 0.01%
928
-12,009
225
$67.2K 0.01%
2,264
-18,936
7 8
9
10 11