WWP

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

Top Buys

1
+$1.89M
2
+$1.75M
3
+$1.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$971K
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$927K

Top Sells

1
+$3.93M
2
+$596K
3
+$474K
4
MUST icon
Columbia Multi-Sector Municipal Income ETF
MUST
+$154K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$150K

Sector Composition

1 Technology 5.09%
2 Industrials 3.68%
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
$14.8K 0.01%
66
+18
252
$14.4K 0.01%
491
253
$14.4K 0.01%
490
254
$14.3K 0.01%
200
255
$14K 0.01%
200
256
$14K 0.01%
200
257
$13.5K 0.01%
307
-257
258
$13.5K 0.01%
465
259
$13.3K 0.01%
92
+1
260
$13.2K 0.01%
316
261
$12.3K 0.01%
50
262
$12.3K 0.01%
200
263
$12.2K 0.01%
114
264
$12.2K 0.01%
40
+1
265
$12.2K 0.01%
200
266
$12.1K 0.01%
100
267
$12.1K 0.01%
35
268
$11.6K 0.01%
240
269
$11.6K 0.01%
382
-27
270
$11.4K 0.01%
84
+1
271
$11.1K 0.01%
110
272
$11K 0.01%
544
+8
273
$10.9K 0.01%
+83
274
$10.9K 0.01%
100
275
$10.9K 0.01%
365
+46
9 10
11
12 13