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
326
$47K 0.02%
+1,250
327
$46.5K 0.02%
+206
328
$46.2K 0.02%
+2,010
329
$45.9K 0.02%
+1,500
330
$45.7K 0.02%
+8,175
331
$45.6K 0.02%
2,389
+28
332
$45.4K 0.02%
91
+83
333
$45.1K 0.02%
694
-1,119
334
$44.7K 0.02%
700
+380
335
$44.6K 0.02%
1,176
+1,047
336
$43.4K 0.02%
+1,385
337
$43.2K 0.02%
286
+221
338
$43K 0.02%
569
+304
339
$43K 0.02%
375
+188
340
$41.3K 0.02%
1,738
-82
341
$41K 0.02%
647
+407
342
$40.8K 0.02%
9,190
+4,595
343
$40.6K 0.02%
141
+136
344
$40.4K 0.02%
+300
345
$40.1K 0.02%
60
-76
346
$39.4K 0.02%
430
347
$39.3K 0.02%
+3,150
348
$39.2K 0.02%
68
+37
349
$39K 0.02%
2,430
350
$38.9K 0.02%
+822
12 13
14
15 16