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
251
$87.5K 0.04%
1,085
+1,081
252
$87.4K 0.04%
+4,800
253
$87.1K 0.04%
+907
254
$86K 0.04%
4,230
+510
255
$86K 0.04%
3,182
-5,919
256
$85.5K 0.04%
+1,345
257
$85.2K 0.04%
840
+640
258
$85K 0.04%
693
+444
259
$84.6K 0.04%
678
+226
260
$84.4K 0.04%
+433
261
$84.3K 0.04%
+3,750
262
$83.5K 0.04%
+710
263
$83.2K 0.04%
+3,200
264
$80.8K 0.03%
+811
265
$80.7K 0.03%
+1,345
266
$80.3K 0.03%
612
+75
267
$78.8K 0.03%
372
+189
268
$77.9K 0.03%
12,313
+10,113
269
$77.5K 0.03%
+28,800
270
$76.6K 0.03%
1,291
271
$76.6K 0.03%
+307
272
$75.9K 0.03%
1,701
+522
273
$74.5K 0.03%
+1,846
274
$72.6K 0.03%
1,907
-188
275
$71.6K 0.03%
+104
9 10
11
12 13