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
601
$8.14K ﹤0.01%
272
+3
602
$8.07K ﹤0.01%
450
+7
603
$8.07K ﹤0.01%
+100
604
$7.9K ﹤0.01%
+32
605
$7.9K ﹤0.01%
+300
606
$7.88K ﹤0.01%
+2,920
607
$7.85K ﹤0.01%
265
608
$7.84K ﹤0.01%
35
+10
609
$7.79K ﹤0.01%
+108
610
$7.78K ﹤0.01%
+123
611
$7.74K ﹤0.01%
+150
612
$7.7K ﹤0.01%
+240
613
$7.69K ﹤0.01%
+301
614
$7.66K ﹤0.01%
+500
615
$7.57K ﹤0.01%
+100
616
$7.54K ﹤0.01%
90
617
$7.53K ﹤0.01%
916
+900
618
$7.51K ﹤0.01%
+215
619
$7.44K ﹤0.01%
+900
620
$7.43K ﹤0.01%
155
+115
621
$7.43K ﹤0.01%
55
622
$7.33K ﹤0.01%
+55
623
$7.25K ﹤0.01%
+97
624
$7.24K ﹤0.01%
+1,167
625
$7.21K ﹤0.01%
200
+100
23 24
25
26 27