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
626
$7.14K ﹤0.01%
+87
627
$7.11K ﹤0.01%
+1,286
628
$7.09K ﹤0.01%
+618
629
$7.05K ﹤0.01%
108
630
$7.05K ﹤0.01%
+250
631
$7.01K ﹤0.01%
70
632
$6.92K ﹤0.01%
+200
633
$6.87K ﹤0.01%
119
634
$6.85K ﹤0.01%
94
+1
635
$6.81K ﹤0.01%
+2,630
636
$6.8K ﹤0.01%
+1,000
637
$6.78K ﹤0.01%
135
638
$6.75K ﹤0.01%
+241
639
$6.73K ﹤0.01%
384
-22
640
$6.69K ﹤0.01%
+28
641
$6.67K ﹤0.01%
135
642
$6.58K ﹤0.01%
+100
643
$6.57K ﹤0.01%
+474
644
$6.52K ﹤0.01%
200
645
$6.43K ﹤0.01%
+55
646
$6.41K ﹤0.01%
+76
647
$6.41K ﹤0.01%
+1,057
648
$6.28K ﹤0.01%
+100
649
$6.25K ﹤0.01%
+66
650
$6.1K ﹤0.01%
+119
24 25
26
27 28