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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
$360M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.39M
3
+$3.15M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.99M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.82M

Top Sells

1
+$2.67M
2
+$2.24M
3
+$1.5M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.28M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.13M

Sector Composition

1 Technology 9.39%
2 Industrials 4.47%
3 Financials 3.95%
4 Healthcare 3.84%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
351
iShares Bitcoin Trust
IBIT
$49.9B
$43.6K 0.01%
1,206
+801
LIT icon
352
Global X Lithium & Battery Tech ETF
LIT
$2.12B
$43.6K 0.01%
1,000
-285
TMUS icon
353
T-Mobile US
TMUS
$195B
$43.3K 0.01%
210
+19
RDVY icon
354
First Trust Rising Dividend Achievers ETF
RDVY
$23.6B
$43.3K 0.01%
731
+631
TIP icon
355
iShares TIPS Bond ETF
TIP
$14.9B
$43K 0.01%
389
-43
IYR icon
356
iShares US Real Estate ETF
IYR
$4.59B
$42.9K 0.01%
+421
PTLC icon
357
Pacer Trendpilot US Large Cap ETF
PTLC
$3.31B
$42K 0.01%
800
TEAM icon
358
Atlassian
TEAM
$21.9B
$41.8K 0.01%
263
+50
XLC icon
359
State Street Communication Services Select Sector SPDR ETF
XLC
$23.4B
$41.3K 0.01%
457
HLT icon
360
Hilton Worldwide
HLT
$80.8B
$41.3K 0.01%
179
UNP icon
361
Union Pacific
UNP
$154B
$41.2K 0.01%
167
-71
VLO icon
362
Valero Energy
VLO
$71.8B
$40.9K 0.01%
303
+143
OKE icon
363
Oneok
OKE
$54B
$40.8K 0.01%
448
+30
EMLP icon
364
First Trust North American Energy Infrastructure Fund
EMLP
$3.95B
$40.7K 0.01%
1,211
CAG icon
365
Conagra Brands
CAG
$6.3B
$40.3K 0.01%
1,238
IRM icon
366
Iron Mountain
IRM
$37.9B
$40.2K 0.01%
338
+33
VWO icon
367
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$40K 0.01%
837
-293
BCE icon
368
BCE
BCE
$21.8B
$40K 0.01%
1,151
+182
COHR icon
369
Coherent
COHR
$74.5B
$39.9K 0.01%
449
-600
MCO icon
370
Moody's
MCO
$80.3B
$39.4K 0.01%
83
+39
XLE icon
371
State Street Energy Select Sector SPDR ETF
XLE
$37.2B
$39.4K 0.01%
896
+6
BLDR icon
372
Builders FirstSource
BLDR
$8.6B
$39.4K 0.01%
203
+40
UBER icon
373
Uber
UBER
$146B
$39.1K 0.01%
520
+115
SPMD icon
374
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$39.1K 0.01%
715
+108
NWE icon
375
NorthWestern Energy
NWE
$4.24B
$38.9K 0.01%
679
+29
13 14
15
16 17