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
401
$2.43K ﹤0.01%
19
402
$2.42K ﹤0.01%
10
403
$2.36K ﹤0.01%
35
404
$2.34K ﹤0.01%
34
405
$2.33K ﹤0.01%
+58
406
$2.32K ﹤0.01%
43
407
$2.31K ﹤0.01%
+46
408
$2.27K ﹤0.01%
10
409
$2.26K ﹤0.01%
68
410
$2.18K ﹤0.01%
240
411
$2.08K ﹤0.01%
22
412
$2.06K ﹤0.01%
36
413
$2.05K ﹤0.01%
34
414
$1.98K ﹤0.01%
120
415
$1.96K ﹤0.01%
50
416
$1.93K ﹤0.01%
+250
417
$1.89K ﹤0.01%
35
418
$1.8K ﹤0.01%
130
419
$1.78K ﹤0.01%
141
+3
420
$1.77K ﹤0.01%
48
421
$1.75K ﹤0.01%
27
422
$1.74K ﹤0.01%
38
423
$1.72K ﹤0.01%
39
424
$1.69K ﹤0.01%
41
+1
425
$1.69K ﹤0.01%
438
15 16
17
18 19