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

Top Sells

1
+$6.53M
2
+$4.88M
3
+$2.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.3M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.14M

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
376
$33K 0.01%
1,014
+919
377
$32.9K 0.01%
+672
378
$32.4K 0.01%
+1,000
379
$32.2K 0.01%
1,211
380
$31.6K 0.01%
+2,000
381
$31.3K 0.01%
+227
382
$30.5K 0.01%
411
+4
383
$30.3K 0.01%
+274
384
$29.6K 0.01%
+1,000
385
$28K 0.01%
2,219
+860
386
$27.1K 0.01%
541
+461
387
$26.9K 0.01%
+800
388
$26.4K 0.01%
170
+109
389
$26.3K 0.01%
+500
390
$26.1K 0.01%
900
-39
391
$25.8K 0.01%
+5,200
392
$25.3K 0.01%
+600
393
$25.2K 0.01%
271
+71
394
$25.1K 0.01%
330
+169
395
$25K 0.01%
193
+168
396
$24.9K 0.01%
162
-92
397
$24.9K 0.01%
+1,520
398
$24.8K 0.01%
+3,000
399
$24.7K 0.01%
+500
400
$24.6K 0.01%
+1,406
14 15
16
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