WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
+$1.89M
2
+$1.75M
3
+$1.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$971K
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$927K

Top Sells

1
+$3.93M
2
+$596K
3
+$474K
4
MUST icon
Columbia Multi-Sector Municipal Income ETF
MUST
+$154K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$150K

Sector Composition

1 Technology 5.09%
2 Industrials 3.68%
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
451
$1.08K ﹤0.01%
21
452
$993 ﹤0.01%
50
453
$973 ﹤0.01%
+28
454
$946 ﹤0.01%
3
455
$937 ﹤0.01%
59
456
$905 ﹤0.01%
20
-85
457
$889 ﹤0.01%
7
458
$880 ﹤0.01%
90
-14
459
$875 ﹤0.01%
4
460
$867 ﹤0.01%
66
461
$840 ﹤0.01%
25
462
$821 ﹤0.01%
10
463
$757 ﹤0.01%
27
464
$744 ﹤0.01%
86
465
$716 ﹤0.01%
215
-100
466
$638 ﹤0.01%
58
+32
467
$625 ﹤0.01%
30
468
$608 ﹤0.01%
16
469
$538 ﹤0.01%
+25
470
$533 ﹤0.01%
13
471
$497 ﹤0.01%
6
-121
472
$494 ﹤0.01%
8
473
$477 ﹤0.01%
7
-11
474
$445 ﹤0.01%
5
475
$444 ﹤0.01%
124
17 18
19
20 21