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
476
$14.2K 0.01%
153
+66
477
$14.2K 0.01%
93
478
$14.2K 0.01%
+685
479
$14.2K 0.01%
299
-274
480
$14.1K 0.01%
288
+42
481
$14.1K 0.01%
755
+250
482
$14K 0.01%
+1,073
483
$13.9K 0.01%
114
484
$13.7K 0.01%
+52
485
$13.5K 0.01%
143
+46
486
$13.4K 0.01%
315
+272
487
$13.3K 0.01%
40
488
$13.1K 0.01%
35
-200
489
$13K 0.01%
+700
490
$13K 0.01%
316
+3
491
$13K 0.01%
551
+12
492
$13K 0.01%
+1,000
493
$12.9K 0.01%
+400
494
$12.9K 0.01%
424
495
$12.9K 0.01%
+156
496
$12.8K 0.01%
200
497
$12.6K 0.01%
+75
498
$12.6K 0.01%
+438
499
$12.5K 0.01%
+124
500
$12.4K 0.01%
+65
18 19
20
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