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
$231M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.02M
3
+$5.83M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.67M
5
AAPL icon
Apple
AAPL
+$4.41M

Top Sells

1
+$6.27M
2
+$4.85M
3
+$2.73M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.25M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.14M

Sector Composition

1 Technology 9.71%
2 Industrials 4.08%
3 Healthcare 3.98%
4 Financials 3.29%
5 Consumer Discretionary 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16.5K 0.01%
436
+370
452
$16.4K 0.01%
330
453
$16.1K 0.01%
200
454
$16.1K 0.01%
+35
455
$15.9K 0.01%
+140
456
$15.9K 0.01%
+300
457
$15.6K 0.01%
47
458
$15.6K 0.01%
1,106
-80
459
$15.5K 0.01%
+75
460
$15.5K 0.01%
1,050
-1,078
461
$15.4K 0.01%
+547
462
$15.3K 0.01%
+2,200
463
$15.2K 0.01%
100
464
$14.9K 0.01%
629
465
$14.8K 0.01%
+898
466
$14.8K 0.01%
+245
467
$14.6K 0.01%
+290
468
$14.5K 0.01%
+1,190
469
$14.5K 0.01%
+46
470
$14.5K 0.01%
146
-17,822
471
$14.5K 0.01%
278
+200
472
$14.4K 0.01%
184
+148
473
$14.4K 0.01%
465
474
$14.4K 0.01%
+429
475
$14.3K 0.01%
+39
17 18
19
20 21