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
301
$8.26K 0.01%
130
302
$8.15K 0.01%
426
+8
303
$8.08K 0.01%
48
304
$8.02K 0.01%
+151
305
$7.86K 0.01%
103
+1
306
$7.68K 0.01%
41
307
$7.67K 0.01%
57
308
$7.5K ﹤0.01%
81
309
$7.32K ﹤0.01%
97
310
$7.3K ﹤0.01%
50
311
$7.22K ﹤0.01%
34
312
$7.16K ﹤0.01%
34
313
$7.13K ﹤0.01%
200
314
$7.11K ﹤0.01%
87
315
$7K ﹤0.01%
4
316
$6.9K ﹤0.01%
61
317
$6.9K ﹤0.01%
135
318
$6.59K ﹤0.01%
1,758
319
$6.54K ﹤0.01%
250
320
$6.45K ﹤0.01%
203
321
$6.27K ﹤0.01%
200
322
$6.22K ﹤0.01%
120
323
$6.18K ﹤0.01%
65
324
$6.11K ﹤0.01%
93
325
$6.04K ﹤0.01%
192
+32
11 12
13
14 15