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
501
$12.4K 0.01%
+65
502
$12.4K 0.01%
780
-4,049
503
$12.4K 0.01%
+1,000
504
$12.3K 0.01%
+916
505
$12.3K 0.01%
+2,000
506
$12.2K 0.01%
+75
507
$12.1K 0.01%
+129
508
$12.1K 0.01%
+132
509
$12.1K 0.01%
80
510
$12.1K 0.01%
343
+65
511
$12K 0.01%
+200
512
$11.9K 0.01%
+207
513
$11.9K 0.01%
566
+8
514
$11.8K 0.01%
+86
515
$11.8K 0.01%
+37
516
$11.7K 0.01%
+633
517
$11.7K 0.01%
+68
518
$11.6K 0.01%
+388
519
$11.5K 0.01%
+312
520
$11.4K ﹤0.01%
+58
521
$11.3K ﹤0.01%
+300
522
$11.2K ﹤0.01%
+46
523
$11.1K ﹤0.01%
200
524
$11.1K ﹤0.01%
+33
525
$11.1K ﹤0.01%
+400
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