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
$152M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.57M
3
+$1.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$899K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$866K

Top Sells

1
+$3.91M
2
+$596K
3
+$471K
4
MUST icon
Columbia Multi-Sector Municipal Income ETF
MUST
+$153K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$142K

Sector Composition

1 Technology 5.09%
2 Industrials 3.69%
3 Healthcare 2.69%
4 Financials 1.91%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14.9K 0.01%
1,336
+36
252
$14.8K 0.01%
66
+18
253
$14.4K 0.01%
491
254
$14.4K 0.01%
490
255
$14.3K 0.01%
200
256
$14K 0.01%
200
257
$14K 0.01%
200
258
$13.5K 0.01%
307
-257
259
$13.5K 0.01%
465
260
$13.3K 0.01%
92
+1
261
$13.2K 0.01%
316
262
$12.3K 0.01%
50
263
$12.3K 0.01%
200
264
$12.2K 0.01%
114
265
$12.2K 0.01%
40
+1
266
$12.2K 0.01%
200
267
$12.1K 0.01%
100
268
$12.1K 0.01%
35
269
$11.6K 0.01%
240
270
$11.6K 0.01%
382
-27
271
$11.4K 0.01%
84
+1
272
$11.1K 0.01%
110
273
$11K 0.01%
544
+8
274
$10.9K 0.01%
+83
275
$10.9K 0.01%
100
9 10
11
12 13