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

Top Buys

1
+$6.53M
2
+$6.27M
3
+$5.91M
4
AAPL icon
Apple
AAPL
+$4.93M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.59M

Top Sells

1
+$6.53M
2
+$4.88M
3
+$2.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.3M
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
26
$1.84M 0.8%
73,799
+73,782
27
$1.83M 0.79%
19,684
+3,724
28
$1.77M 0.76%
7,720
+795
29
$1.71M 0.74%
16,558
+16,062
30
$1.62M 0.7%
+948,038
31
$1.59M 0.69%
3,859
+500
32
$1.57M 0.68%
56,510
+6,720
33
$1.55M 0.67%
66,344
+11,271
34
$1.54M 0.66%
10,348
+2,792
35
$1.31M 0.57%
+26,903
36
$1.17M 0.5%
34,728
+2,288
37
$1.13M 0.49%
22,965
+7,479
38
$1.1M 0.47%
11,599
+4,565
39
$1.08M 0.47%
9,997
-20
40
$1.07M 0.46%
18,280
+1,575
41
$996K 0.43%
4,802
+4,715
42
$990K 0.43%
5,429
+5,210
43
$976K 0.42%
6,297
+4,322
44
$964K 0.42%
13,246
+2,860
45
$874K 0.38%
13,748
-280
46
$873K 0.38%
9,423
-436
47
$812K 0.35%
3,600
+1,166
48
$799K 0.35%
13,879
+712
49
$797K 0.34%
20,774
-1,755
50
$792K 0.34%
17,392
-1,638
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