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
551
$10.2K ﹤0.01%
441
-119,409
552
$10.1K ﹤0.01%
+1,200
553
$10.1K ﹤0.01%
+248
554
$10.1K ﹤0.01%
+112
555
$9.99K ﹤0.01%
+174
556
$9.94K ﹤0.01%
+215
557
$9.93K ﹤0.01%
+136
558
$9.92K ﹤0.01%
+229
559
$9.91K ﹤0.01%
+92
560
$9.85K ﹤0.01%
+175
561
$9.83K ﹤0.01%
+336
562
$9.74K ﹤0.01%
213
+13
563
$9.74K ﹤0.01%
+179
564
$9.67K ﹤0.01%
+87
565
$9.66K ﹤0.01%
+54
566
$9.66K ﹤0.01%
+58
567
$9.64K ﹤0.01%
+478
568
$9.52K ﹤0.01%
+218
569
$9.51K ﹤0.01%
161
+105
570
$9.47K ﹤0.01%
+54
571
$9.41K ﹤0.01%
+441
572
$9.38K ﹤0.01%
+276
573
$9.33K ﹤0.01%
+1,000
574
$9.31K ﹤0.01%
+608
575
$9.2K ﹤0.01%
+384
21 22
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