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
201
$45.6K 0.01%
478
-43
202
$44.8K 0.01%
842
-7,679
203
$44.5K 0.01%
7
-30
204
$42K 0.01%
1,503
-10,778
205
$41.5K 0.01%
827
+9
206
$41.2K 0.01%
694
+7
207
$40.3K 0.01%
717
-8,133
208
$40K 0.01%
1,859
209
$39.1K 0.01%
2,124
-98
210
$38.8K 0.01%
2,205
-221
211
$38.7K 0.01%
800
+407
212
$38.6K 0.01%
459
-5,300
213
$38.4K 0.01%
1,837
+812
214
$36.3K 0.01%
191
215
$36.1K 0.01%
+1,286
216
$35.6K 0.01%
+1,196
217
$35.6K 0.01%
502
218
$35.3K 0.01%
+828
219
$33.7K 0.01%
2,065
-3,810
220
$32.8K 0.01%
581
-4,721
221
$32.7K 0.01%
306
-22
222
$32.3K 0.01%
180
-380
223
$31.8K 0.01%
468
-5,090
224
$30.6K 0.01%
959
225
$30.6K 0.01%
459
-5,578
7 8
9
10 11