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
376
$3.51K ﹤0.01%
+83
377
$3.5K ﹤0.01%
27
378
$3.46K ﹤0.01%
110
379
$3.43K ﹤0.01%
+40
380
$3.41K ﹤0.01%
30
381
$3.38K ﹤0.01%
99
382
$3.38K ﹤0.01%
27
+2
383
$3.21K ﹤0.01%
25
384
$3.19K ﹤0.01%
10
385
$3.11K ﹤0.01%
95
386
$3.09K ﹤0.01%
28
387
$2.98K ﹤0.01%
80
388
$2.98K ﹤0.01%
58
389
$2.96K ﹤0.01%
63
390
$2.95K ﹤0.01%
56
391
$2.88K ﹤0.01%
53
392
$2.84K ﹤0.01%
18
393
$2.69K ﹤0.01%
108
394
$2.64K ﹤0.01%
14
395
$2.59K ﹤0.01%
66
396
$2.59K ﹤0.01%
22
397
$2.57K ﹤0.01%
18
398
$2.55K ﹤0.01%
90
+15
399
$2.54K ﹤0.01%
144
+2
400
$2.51K ﹤0.01%
105
14 15
16
17 18