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
476
$477 ﹤0.01%
7
-11
477
$445 ﹤0.01%
5
478
$444 ﹤0.01%
124
479
$425 ﹤0.01%
20
480
$421 ﹤0.01%
30
481
$420 ﹤0.01%
100
482
$412 ﹤0.01%
5
483
$402 ﹤0.01%
16
484
$401 ﹤0.01%
+10
485
$394 ﹤0.01%
30
486
$337 ﹤0.01%
2
487
$318 ﹤0.01%
90
488
$313 ﹤0.01%
9
489
$302 ﹤0.01%
4
490
$294 ﹤0.01%
14
491
$284 ﹤0.01%
6
492
$280 ﹤0.01%
9
493
$279 ﹤0.01%
27
+1
494
$267 ﹤0.01%
12
495
$265 ﹤0.01%
13
+12
496
$262 ﹤0.01%
+84
497
$257 ﹤0.01%
+10
498
$253 ﹤0.01%
2
499
$249 ﹤0.01%
19
500
$244 ﹤0.01%
16
18 19
20
21 22