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
451
$1.2K ﹤0.01%
5
452
$1.09K ﹤0.01%
4
453
$1.09K ﹤0.01%
39
454
$1.08K ﹤0.01%
21
455
$993 ﹤0.01%
50
456
$973 ﹤0.01%
+28
457
$946 ﹤0.01%
3
458
$937 ﹤0.01%
59
459
$905 ﹤0.01%
20
-85
460
$889 ﹤0.01%
7
461
$880 ﹤0.01%
90
-14
462
$875 ﹤0.01%
4
463
$867 ﹤0.01%
66
464
$840 ﹤0.01%
25
465
$821 ﹤0.01%
10
466
$757 ﹤0.01%
27
467
$744 ﹤0.01%
86
468
$716 ﹤0.01%
215
-100
469
$638 ﹤0.01%
58
+32
470
$625 ﹤0.01%
30
471
$608 ﹤0.01%
16
472
$538 ﹤0.01%
+25
473
$533 ﹤0.01%
13
474
$497 ﹤0.01%
6
-121
475
$494 ﹤0.01%
8
17 18
19
20 21