WWP
WR Wealth Planners Portfolio holdings
AUM
$311M
1-Year Return
18.22%
This Quarter Return
-12.86%
1 Year Return
+18.22%
3 Year Return
+22.09%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
-$16.2M
(-9.6%)
Cap. Flow
+$6.28M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
46.89%
Holding
555
New
35
Increased
162
Reduced
67
Closed
28
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.74M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.57M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.11M |
| 4 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
$899K |
| 5 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$866K |
Top Sells
Sector Composition
| 1 | Technology | 5.09% |
| 2 | Industrials | 3.69% |
| 3 | Healthcare | 2.69% |
| 4 | Financials | 1.91% |
| 5 | Consumer Staples | 1.12% |
