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

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
401
$24.6K 0.01%
+568
402
$24.4K 0.01%
1,649
+94
403
$24.2K 0.01%
1,322
+521
404
$24K 0.01%
106
+87
405
$23.6K 0.01%
269
+183
406
$23.4K 0.01%
+166
407
$23.2K 0.01%
+1,900
408
$23.2K 0.01%
554
+446
409
$23.2K 0.01%
107
410
$23.1K 0.01%
102
+30
411
$22.8K 0.01%
+1,800
412
$22.8K 0.01%
+300
413
$22.6K 0.01%
177
+158
414
$22.4K 0.01%
116
+22
415
$22.3K 0.01%
+197
416
$22.1K 0.01%
+500
417
$22K 0.01%
623
418
$21.8K 0.01%
641
419
$21K 0.01%
157
+109
420
$21K 0.01%
145
+88
421
$20.8K 0.01%
286
-2,209
422
$20.7K 0.01%
+2,000
423
$20.7K 0.01%
607
+282
424
$20.6K 0.01%
+63
425
$20.6K 0.01%
+550