WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.27M
3
+$5.91M
4
AAPL icon
Apple
AAPL
+$4.93M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.59M

Top Sells

1
+$6.53M
2
+$4.88M
3
+$2.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.3M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.14M

Sector Composition

1 Technology 9.71%
2 Industrials 4.08%
3 Healthcare 3.98%
4 Financials 3.29%
5 Consumer Discretionary 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.05%
2,035
+124
227
$110K 0.05%
+3,000
228
$108K 0.05%
1,310
-1,236
229
$108K 0.05%
1,106
+877
230
$108K 0.05%
1,783
+4
231
$105K 0.05%
+2,422
232
$103K 0.04%
+597
233
$102K 0.04%
+1,358
234
$101K 0.04%
+1,223
235
$98.7K 0.04%
6,255
+6,080
236
$98.2K 0.04%
+2,783
237
$97K 0.04%
+953
238
$96.7K 0.04%
+2,485
239
$95.5K 0.04%
+5,000
240
$94.3K 0.04%
+5,000
241
$92.8K 0.04%
+5,200
242
$92.5K 0.04%
+800
243
$92.4K 0.04%
+4,000
244
$92.4K 0.04%
+260
245
$91.3K 0.04%
592
+20
246
$89.9K 0.04%
887
+387
247
$89.5K 0.04%
2,147
-9,047
248
$88.8K 0.04%
2,227
+2,221
249
$88.8K 0.04%
+444
250
$88K 0.04%
1,010
+729
8 9
10
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