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

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
351
$38.1K 0.02%
276
+138
352
$38.1K 0.02%
446
+349
353
$37.6K 0.02%
+500
354
$37.3K 0.02%
1,672
355
$37.1K 0.02%
1,188
356
$37.1K 0.02%
1,714
+1,700
357
$37K 0.02%
202
+200
358
$36.8K 0.02%
+785
359
$36.8K 0.02%
+120
360
$36.6K 0.02%
+128
361
$36.6K 0.02%
1,156
+956
362
$36.6K 0.02%
+600
363
$35.9K 0.02%
737
-1,961
364
$35.6K 0.02%
+1,000
365
$35.3K 0.02%
430
+424
366
$35.3K 0.02%
308
+280
367
$34.9K 0.02%
+500
368
$34.7K 0.02%
781
-2,764
369
$34.5K 0.01%
+853
370
$34.5K 0.01%
+292
371
$34.3K 0.01%
86
+76
372
$34.3K 0.01%
898
+815
373
$34.2K 0.01%
+200
374
$34.1K 0.01%
+900
375
$33K 0.01%
605
+185