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
301
$8.29K 0.01%
95
+5
302
$8.26K 0.01%
65
303
$8.15K 0.01%
426
+8
304
$8.08K 0.01%
48
305
$8.02K 0.01%
+151
306
$7.86K 0.01%
103
+1
307
$7.68K 0.01%
41
308
$7.67K 0.01%
57
309
$7.5K ﹤0.01%
81
310
$7.32K ﹤0.01%
97
311
$7.3K ﹤0.01%
50
312
$7.22K ﹤0.01%
34
313
$7.16K ﹤0.01%
34
314
$7.13K ﹤0.01%
200
315
$7.11K ﹤0.01%
87
316
$7K ﹤0.01%
4
317
$6.9K ﹤0.01%
61
318
$6.9K ﹤0.01%
135
319
$6.59K ﹤0.01%
1,758
320
$6.54K ﹤0.01%
250
321
$6.45K ﹤0.01%
203
322
$6.27K ﹤0.01%
200
323
$6.22K ﹤0.01%
120
324
$6.18K ﹤0.01%
13
325
$6.11K ﹤0.01%
93
11 12
13
14 15