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
351
$4.29K ﹤0.01%
158
352
$4.22K ﹤0.01%
78
353
$4.18K ﹤0.01%
80
354
$4.15K ﹤0.01%
115
355
$4.12K ﹤0.01%
118
356
$4.11K ﹤0.01%
47
357
$4.1K ﹤0.01%
60
-56
358
$4.1K ﹤0.01%
195
359
$3.99K ﹤0.01%
19
360
$3.98K ﹤0.01%
8
361
$3.98K ﹤0.01%
55
362
$3.94K ﹤0.01%
6
363
$3.91K ﹤0.01%
52
364
$3.9K ﹤0.01%
414
+5
365
$3.88K ﹤0.01%
50
366
$3.85K ﹤0.01%
101
367
$3.78K ﹤0.01%
156
368
$3.75K ﹤0.01%
1,035
+11
369
$3.75K ﹤0.01%
118
370
$3.68K ﹤0.01%
19
371
$3.65K ﹤0.01%
56
372
$3.58K ﹤0.01%
78
373
$3.54K ﹤0.01%
18
+11
374
$3.54K ﹤0.01%
18
375
$3.53K ﹤0.01%
50
13 14
15
16 17