WWP
WR Wealth Planners Portfolio holdings
AUM
$311M
This Quarter Return
-5.35%
1 Year Return
+18.22%
3 Year Return
+22.09%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-6.4%)
Cap. Flow
-$1.04M
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
47.85%
Holding
568
New
42
Increased
146
Reduced
103
Closed
45
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$249K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$206K |
| 3 |
Capital Group Growth ETF
CGGR
|
$160K |
| 4 |
Invesco QQQ Trust
QQQ
|
$144K |
| 5 |
Icon
ICLR
|
$130K |
Top Sells
| 1 |
Lam Research
LRCX
|
$545K |
| 2 |
ANSS
Ansys
ANSS
|
$149K |
| 3 |
iShares MSCI USA Value Factor ETF
VLUE
|
$142K |
| 4 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$134K |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$130K |
Sector Composition
| 1 | Technology | 4.93% |
| 2 | Industrials | 3.94% |
| 3 | Healthcare | 2.76% |
| 4 | Financials | 2.15% |
| 5 | Consumer Staples | 1.1% |
