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
351
$4.43K ﹤0.01%
41
-1
352
$4.35K ﹤0.01%
51
+9
353
$4.29K ﹤0.01%
158
354
$4.22K ﹤0.01%
78
355
$4.18K ﹤0.01%
80
356
$4.15K ﹤0.01%
115
357
$4.12K ﹤0.01%
118
358
$4.11K ﹤0.01%
47
359
$4.1K ﹤0.01%
60
-56
360
$4.1K ﹤0.01%
195
361
$3.99K ﹤0.01%
19
362
$3.98K ﹤0.01%
8
363
$3.98K ﹤0.01%
55
364
$3.94K ﹤0.01%
6
365
$3.91K ﹤0.01%
52
366
$3.9K ﹤0.01%
414
+5
367
$3.88K ﹤0.01%
50
368
$3.85K ﹤0.01%
101
369
$3.84K ﹤0.01%
1,000
-2,270
370
$3.78K ﹤0.01%
156
371
$3.75K ﹤0.01%
1,035
+11
372
$3.75K ﹤0.01%
118
373
$3.68K ﹤0.01%
19
374
$3.65K ﹤0.01%
56
375
$3.58K ﹤0.01%
78
13 14
15
16 17