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
476
$14.3K 0.01%
+39
477
$14.2K 0.01%
153
+66
478
$14.2K 0.01%
93
479
$14.2K 0.01%
+685
480
$14.2K 0.01%
299
-274
481
$14.1K 0.01%
288
+42
482
$14.1K 0.01%
755
+250
483
$14K 0.01%
+1,073
484
$13.9K 0.01%
114
485
$13.7K 0.01%
+52
486
$13.5K 0.01%
143
+46
487
$13.4K 0.01%
315
+272
488
$13.3K 0.01%
40
489
$13.1K 0.01%
35
-200
490
$13K 0.01%
+700
491
$13K 0.01%
316
+3
492
$13K 0.01%
551
+12
493
$13K 0.01%
+1,000
494
$12.9K 0.01%
+400
495
$12.9K 0.01%
424
496
$12.9K 0.01%
+156
497
$12.8K 0.01%
200
498
$12.6K 0.01%
+75
499
$12.6K 0.01%
+438
500
$12.5K 0.01%
+124
18 19
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