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
$1.02B
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.53M
3
+$8.04M
4
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$8.03M
5
JULT icon
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
+$8.01M

Top Sells

1
+$8.35M
2
+$7.84M
3
+$6.69M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$6.68M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$6.67M

Sector Composition

1 Technology 14.58%
2 Financials 9.02%
3 Industrials 7.05%
4 Consumer Staples 6.23%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$374K 0.04%
37,276
+13,573
202
$369K 0.04%
10,296
-55
203
$367K 0.04%
874
-6
204
$357K 0.04%
9,569
205
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1,389
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206
$354K 0.03%
5,465
+35
207
$343K 0.03%
9,307
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208
$340K 0.03%
4,748
-2,718
209
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210
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211
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5,653
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212
$339K 0.03%
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213
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616
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214
$327K 0.03%
10,588
-2,555
215
$326K 0.03%
45
+10
216
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3,392
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217
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4,579
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218
$310K 0.03%
9,768
219
$309K 0.03%
2,092
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220
$307K 0.03%
1,847
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221
$306K 0.03%
1,769
+10
222
$298K 0.03%
4,907
-52
223
$296K 0.03%
1,470
224
$294K 0.03%
5,509
+55
225
$290K 0.03%
5,680
-217
7 8
9
10 11