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
576
$9.2K ﹤0.01%
471
577
$9.19K ﹤0.01%
+31
578
$9.15K ﹤0.01%
+46
579
$9.08K ﹤0.01%
306
+108
580
$9.04K ﹤0.01%
+40
581
$9.02K ﹤0.01%
+144
582
$8.99K ﹤0.01%
+144
583
$8.9K ﹤0.01%
544
+100
584
$8.85K ﹤0.01%
+10,000
585
$8.81K ﹤0.01%
+150
586
$8.67K ﹤0.01%
+200
587
$8.62K ﹤0.01%
+304
588
$8.61K ﹤0.01%
1,758
589
$8.58K ﹤0.01%
443
+17
590
$8.56K ﹤0.01%
+93
591
$8.54K ﹤0.01%
250
592
$8.51K ﹤0.01%
+70
593
$8.43K ﹤0.01%
+70
594
$8.37K ﹤0.01%
+638
595
$8.37K ﹤0.01%
+175
596
$8.29K ﹤0.01%
360
597
$8.28K ﹤0.01%
+90
598
$8.2K ﹤0.01%
+324
599
$8.15K ﹤0.01%
203
600
$8.14K ﹤0.01%
+974
22 23
24
25 26