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
276
$69.8K 0.03%
+85
277
$68.5K 0.03%
2,971
278
$68.2K 0.03%
729
-84
279
$68.1K 0.03%
1,129
+1,029
280
$68K 0.03%
+2,174
281
$67.9K 0.03%
787
+736
282
$67.4K 0.03%
+693
283
$66.4K 0.03%
260
+16
284
$66.3K 0.03%
274
+74
285
$65.8K 0.03%
+1,400
286
$65.7K 0.03%
+768
287
$65K 0.03%
+896
288
$64.7K 0.03%
+576
289
$63.6K 0.03%
+990
290
$62.7K 0.03%
4,154
+441
291
$62.4K 0.03%
630
292
$61.8K 0.03%
+307
293
$60.7K 0.03%
354
+1
294
$59.9K 0.03%
2,274
295
$59.8K 0.03%
+2,772
296
$59.3K 0.03%
+2,729
297
$59.2K 0.03%
305
+287
298
$58.9K 0.03%
+12,000
299
$58.3K 0.03%
+1,290
300
$57.8K 0.03%
3,248
+1,592
10 11
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