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
301
$57.7K 0.02%
+2,000
302
$57.2K 0.02%
+427
303
$57K 0.02%
+258
304
$56.5K 0.02%
+870
305
$56.5K 0.02%
+312
306
$55.9K 0.02%
1,119
-309
307
$55.4K 0.02%
+1,405
308
$55.3K 0.02%
+2,500
309
$55.2K 0.02%
+1,894
310
$55.2K 0.02%
+1,449
311
$54.6K 0.02%
1,606
-165
312
$54.1K 0.02%
+10,500
313
$53.4K 0.02%
506
-181
314
$52.7K 0.02%
833
+232
315
$51.2K 0.02%
+1,144
316
$51.2K 0.02%
+500
317
$51.2K 0.02%
224
+193
318
$50.7K 0.02%
+254
319
$49.8K 0.02%
912
-17,339
320
$49.7K 0.02%
720
-153
321
$49K 0.02%
724
+454
322
$48.8K 0.02%
219
+200
323
$48.7K 0.02%
+842
324
$48.4K 0.02%
+506
325
$47.5K 0.02%
417
-66
11 12
13
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