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
526
$11K ﹤0.01%
+269
527
$11K ﹤0.01%
+300
528
$11K ﹤0.01%
+100
529
$10.9K ﹤0.01%
148
+110
530
$10.9K ﹤0.01%
+20
531
$10.9K ﹤0.01%
385
+2
532
$10.8K ﹤0.01%
303
-939
533
$10.7K ﹤0.01%
+99
534
$10.7K ﹤0.01%
792
535
$10.6K ﹤0.01%
+188
536
$10.6K ﹤0.01%
154
+20
537
$10.6K ﹤0.01%
+29
538
$10.6K ﹤0.01%
+1,000
539
$10.5K ﹤0.01%
+122
540
$10.5K ﹤0.01%
+83
541
$10.4K ﹤0.01%
456
542
$10.4K ﹤0.01%
110
543
$10.4K ﹤0.01%
+71
544
$10.4K ﹤0.01%
29
+24
545
$10.4K ﹤0.01%
438
546
$10.3K ﹤0.01%
162
+128
547
$10.3K ﹤0.01%
901
+13
548
$10.3K ﹤0.01%
+71
549
$10.3K ﹤0.01%
+23
550
$10.2K ﹤0.01%
441
-119,409
20 21
22
23 24