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
376
$3.54K ﹤0.01%
18
+11
377
$3.54K ﹤0.01%
18
378
$3.53K ﹤0.01%
50
379
$3.51K ﹤0.01%
+83
380
$3.5K ﹤0.01%
27
381
$3.46K ﹤0.01%
110
382
$3.43K ﹤0.01%
+40
383
$3.41K ﹤0.01%
30
384
$3.38K ﹤0.01%
99
385
$3.38K ﹤0.01%
27
+2
386
$3.21K ﹤0.01%
25
387
$3.19K ﹤0.01%
10
388
$3.11K ﹤0.01%
95
389
$3.09K ﹤0.01%
28
390
$2.98K ﹤0.01%
80
391
$2.98K ﹤0.01%
65
392
$2.96K ﹤0.01%
63
393
$2.95K ﹤0.01%
56
394
$2.88K ﹤0.01%
53
395
$2.84K ﹤0.01%
18
396
$2.69K ﹤0.01%
108
397
$2.64K ﹤0.01%
14
398
$2.59K ﹤0.01%
66
399
$2.59K ﹤0.01%
22
400
$2.57K ﹤0.01%
18
14 15
16
17 18