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
401
$2.55K ﹤0.01%
90
+15
402
$2.54K ﹤0.01%
144
+2
403
$2.51K ﹤0.01%
105
404
$2.43K ﹤0.01%
19
405
$2.42K ﹤0.01%
10
406
$2.36K ﹤0.01%
35
407
$2.34K ﹤0.01%
17
408
$2.33K ﹤0.01%
+58
409
$2.32K ﹤0.01%
43
410
$2.31K ﹤0.01%
+46
411
$2.27K ﹤0.01%
10
412
$2.26K ﹤0.01%
68
413
$2.18K ﹤0.01%
240
414
$2.08K ﹤0.01%
22
415
$2.06K ﹤0.01%
36
416
$2.05K ﹤0.01%
34
417
$1.98K ﹤0.01%
120
418
$1.96K ﹤0.01%
50
419
$1.93K ﹤0.01%
+250
420
$1.89K ﹤0.01%
35
421
$1.8K ﹤0.01%
130
422
$1.78K ﹤0.01%
141
+3
423
$1.77K ﹤0.01%
24
424
$1.75K ﹤0.01%
27
425
$1.74K ﹤0.01%
38
15 16
17
18 19