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
26
$1.05M 0.69%
14,448
+92
27
$977K 0.64%
3,261
+59
28
$917K 0.6%
8,626
-3
29
$899K 0.59%
+29,184
30
$854K 0.56%
43,800
-418
31
$845K 0.56%
18,495
-820
32
$831K 0.55%
3,235
+39
33
$826K 0.54%
+15,178
34
$810K 0.53%
17,079
+670
35
$785K 0.52%
27,367
-1,024
36
$767K 0.51%
20,833
+850
37
$767K 0.51%
8,864
+337
38
$736K 0.48%
48,550
+2,840
39
$715K 0.47%
8,948
-379
40
$701K 0.46%
9,803
-364
41
$657K 0.43%
9,358
-428
42
$646K 0.43%
8,044
-350
43
$624K 0.41%
15,399
-108
44
$594K 0.39%
21,300
+666
45
$592K 0.39%
14,455
-387
46
$569K 0.38%
3,959
+19
47
$557K 0.37%
17,242
-2,257
48
$545K 0.36%
12,800
+40
49
$539K 0.35%
4,895
-1,262
50
$525K 0.35%
10,400
-1,196
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