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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
$311M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.09M
3
+$1.02M
4
FISV
Fiserv Inc
FISV
+$716K
5
JEF icon
Jefferies Financial Group
JEF
+$649K

Top Sells

1
+$5.44M
2
+$4.51M
3
+$2.86M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.76M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M

Sector Composition

1 Technology 9.77%
2 Financials 4.85%
3 Consumer Discretionary 4.44%
4 Industrials 4.37%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LDOS icon
501
Leidos
LDOS
$13.7B
$17.3K 0.01%
120
+9
CFG icon
502
Citizens Financial Group
CFG
$28.2B
$17.2K 0.01%
394
+141
TDY icon
503
Teledyne Technologies
TDY
$28.5B
$17.2K 0.01%
37
SSNC icon
504
SS&C Technologies
SSNC
$16B
$17.1K 0.01%
226
RS icon
505
Reliance Steel & Aluminium
RS
$20.6B
$17K 0.01%
63
+25
DDOG icon
506
Datadog
DDOG
$80.7B
$16.9K 0.01%
118
-300
BETZ icon
507
Roundhill Sports Betting & iGaming ETF
BETZ
$49.9M
$16.8K 0.01%
885
-181
TIP icon
508
iShares TIPS Bond ETF
TIP
$14.8B
$16.8K 0.01%
157
-232
WSO icon
509
Watsco Inc
WSO
$15.8B
$16.6K 0.01%
35
LNTH icon
510
Lantheus
LNTH
$6.72B
$16.6K 0.01%
185
+5
PJP icon
511
Invesco Pharmaceuticals ETF
PJP
$349M
$16.5K 0.01%
200
GGG icon
512
Graco
GGG
$12.5B
$16.5K 0.01%
196
BRO icon
513
Brown & Brown
BRO
$20B
$16.4K 0.01%
161
BLK icon
514
Blackrock
BLK
$164B
$16.4K 0.01%
16
-12
PNR icon
515
Pentair
PNR
$11.9B
$16.3K 0.01%
162
+150
PIO icon
516
Invesco Global Water ETF
PIO
$272M
$16.3K 0.01%
417
CSL icon
517
Carlisle Companies
CSL
$13.8B
$16.2K 0.01%
44
+2
IDRV icon
518
iShares Self-Driving EV and Tech ETF
IDRV
$145M
$16.2K 0.01%
555
-587
DRS icon
519
Leonardo DRS
DRS
$12.4B
$16.2K 0.01%
500
-500
FELE icon
520
Franklin Electric
FELE
$4.56B
$16K 0.01%
164
MTA
521
Metalla Royalty & Streaming
MTA
$713M
$15.8K 0.01%
6,300
FTEC icon
522
Fidelity MSCI Information Technology Index ETF
FTEC
$20.4B
$15.7K 0.01%
85
-20
TT icon
523
Trane Technologies
TT
$104B
$15.5K 0.01%
42
+14
CHTR icon
524
Charter Communications
CHTR
$16.2B
$15.4K 0.01%
45
+16
TTC icon
525
Toro Company
TTC
$8.65B
$15.4K ﹤0.01%
192
19 20
21
22 23