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WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.09M
3
+$1.02M
4
FISV
Fiserv Inc
FISV
+$716K
5
JEF icon
Jefferies Financial Group
JEF
+$649K

Top Sells

1
+$5.44M
2
+$4.51M
3
+$2.86M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.76M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M

Sector Composition

1 Technology 9.77%
2 Financials 4.85%
3 Consumer Discretionary 4.44%
4 Industrials 4.37%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LDEM icon
226
iShares ESG MSCI EM Leaders ETF
LDEM
$33.8M
$106K 0.03%
2,344
-3,033
FNV icon
227
Franco-Nevada
FNV
$44.4B
$106K 0.03%
900
-804
CGCB icon
228
Capital Group Core Bond ETF
CGCB
$5.28B
$105K 0.03%
4,071
-4,152
IBIT icon
229
iShares Bitcoin Trust
IBIT
$50.1B
$105K 0.03%
1,974
+768
AMGN icon
230
Amgen
AMGN
$189B
$105K 0.03%
401
+27
ABT icon
231
Abbott
ABT
$158B
$104K 0.03%
917
-440
MO icon
232
Altria Group
MO
$117B
$103K 0.03%
1,979
+29
STRL icon
233
Sterling Infrastructure
STRL
$26.3B
$101K 0.03%
602
-100
CGMU icon
234
Capital Group Municipal Income ETF
CGMU
$6.18B
$97.9K 0.03%
3,637
-3,869
BKR icon
235
Baker Hughes
BKR
$61B
$97.1K 0.03%
2,368
+144
DKNG icon
236
DraftKings
DKNG
$14.1B
$96.3K 0.03%
2,589
-3,566
OXY icon
237
Occidental Petroleum
OXY
$53.4B
$95.8K 0.03%
1,938
-2,116
DVN icon
238
Devon Energy
DVN
$49.5B
$94.2K 0.03%
2,879
-1,699
CGSD icon
239
Capital Group Short Duration Income ETF
CGSD
$2.31B
$93.9K 0.03%
3,663
-1,856
AG icon
240
First Majestic Silver
AG
$9.59B
$93.9K 0.03%
17,100
+1,000
BX icon
241
Blackstone
BX
$156B
$93.3K 0.03%
541
-58
TSN icon
242
Tyson Foods
TSN
$20.2B
$93.2K 0.03%
1,622
-300
PAVE icon
243
Global X US Infrastructure Development ETF
PAVE
$14.1B
$93.1K 0.03%
2,304
-2,720
CI icon
244
Cigna
CI
$77.7B
$93K 0.03%
337
-96
DOW icon
245
Dow Inc
DOW
$23.8B
$92K 0.03%
2,293
+185
GLTR icon
246
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.76B
$90.3K 0.03%
822
-326
IWF icon
247
iShares Russell 1000 Growth ETF
IWF
$127B
$90K 0.03%
896
+424
SYF icon
248
Synchrony
SYF
$25.1B
$89.8K 0.03%
1,382
+112
CTAS icon
249
Cintas
CTAS
$69.9B
$88.2K 0.03%
483
-145
AEE icon
250
Ameren
AEE
$30.3B
$88.1K 0.03%
988
-1,391
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10
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