Portfolio (Quarterly)
Guide ↗
WealthPlan Investment Management, LLC
· CIK 0001929986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DIAL | COLUMBIA ETF TR I | — | 11,756 | $213K | 0.01% | SOLD |
| 22 | PCFI | FUNDVANTAGE TR | — | 9,275 | $211K | 0.01% | SOLD |
| 23 | IFRA | ISHARES TR | — | 3,610 | $206K | 0.01% | SOLD |
| 24 | — | MSC INCOME FUND INC | — | 11,677 | $142K | 0.01% | SOLD |
| 25 | IMSR | TERRESTRIAL ENERGY INC | Energy | 10,206 | $61K | 0.00% | SOLD |
Sector Allocation
Technology
42.3%
Healthcare
10.3%
Communication Services
8.9%
Financial Services
8.7%
Industrials
8.6%
Consumer Cyclical
7.7%
Consumer Defensive
6.0%
Energy
3.9%
Basic Materials
1.9%
Utilities
1.1%