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
426
$1.72K ﹤0.01%
39
427
$1.69K ﹤0.01%
41
+1
428
$1.69K ﹤0.01%
438
429
$1.65K ﹤0.01%
+48
430
$1.65K ﹤0.01%
+300
431
$1.64K ﹤0.01%
36
432
$1.61K ﹤0.01%
274
+20
433
$1.58K ﹤0.01%
38
434
$1.53K ﹤0.01%
6
435
$1.48K ﹤0.01%
232
436
$1.47K ﹤0.01%
42
437
$1.46K ﹤0.01%
54
438
$1.4K ﹤0.01%
5
439
$1.36K ﹤0.01%
8
440
$1.31K ﹤0.01%
21
441
$1.3K ﹤0.01%
74
442
$1.29K ﹤0.01%
98
+8
443
$1.29K ﹤0.01%
3
444
$1.26K ﹤0.01%
95
445
$1.25K ﹤0.01%
40
446
$1.24K ﹤0.01%
44
+1
447
$1.23K ﹤0.01%
8
448
$1.23K ﹤0.01%
+17
449
$1.22K ﹤0.01%
+48
450
$1.2K ﹤0.01%
20
16 17
18
19 20