WWP
WR Wealth Planners Portfolio holdings
AUM
$311M
1-Year Return
18.22%
This Quarter Return
-2.7%
1 Year Return
+18.22%
3 Year Return
+22.09%
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.78%
Holding
519
New
516
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$12.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$10M |
| 3 |
Avantis US Equity ETF
AVUS
|
$8.83M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$8.49M |
| 5 |
iShares Gold Trust
IAU
|
$6.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.62% |
| 2 | Industrials | 4.14% |
| 3 | Healthcare | 2.76% |
| 4 | Financials | 2.05% |
| 5 | Consumer Discretionary | 1.17% |
