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
276
$10.9K 0.01%
365
+46
277
$10.8K 0.01%
79
+1
278
$10.6K 0.01%
861
+11
279
$10.5K 0.01%
206
-336
280
$10.5K 0.01%
274
281
$10.4K 0.01%
444
282
$10.3K 0.01%
656
283
$10.2K 0.01%
119
284
$9.82K 0.01%
55
285
$9.82K 0.01%
278
286
$9.66K 0.01%
456
287
$9.38K 0.01%
114
288
$9.31K 0.01%
+471
289
$9.25K 0.01%
140
290
$9.23K 0.01%
70
+34
291
$8.98K 0.01%
98
+19
292
$8.81K 0.01%
792
293
$8.78K 0.01%
550
294
$8.73K 0.01%
244
+1
295
$8.69K 0.01%
70
296
$8.68K 0.01%
381
297
$8.62K 0.01%
2,200
298
$8.61K 0.01%
18
299
$8.54K 0.01%
508
300
$8.5K 0.01%
265
+1
10 11
12
13 14