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
651
$6.1K ﹤0.01%
+119
652
$6.05K ﹤0.01%
75
+51
653
$6.05K ﹤0.01%
125
-55
654
$6.02K ﹤0.01%
+942
655
$6.01K ﹤0.01%
+79
656
$6K ﹤0.01%
100
657
$5.98K ﹤0.01%
+811
658
$5.89K ﹤0.01%
+300
659
$5.83K ﹤0.01%
+391
660
$5.83K ﹤0.01%
37
+35
661
$5.83K ﹤0.01%
+220
662
$5.82K ﹤0.01%
200
663
$5.81K ﹤0.01%
+41
664
$5.76K ﹤0.01%
+1,096
665
$5.74K ﹤0.01%
+3,800
666
$5.51K ﹤0.01%
122
667
$5.51K ﹤0.01%
+100
668
$5.46K ﹤0.01%
43
+25
669
$5.38K ﹤0.01%
+360
670
$5.38K ﹤0.01%
+110
671
$5.36K ﹤0.01%
42
672
$5.35K ﹤0.01%
161
673
$5.29K ﹤0.01%
52
-90
674
$5.24K ﹤0.01%
+55
675
$5.13K ﹤0.01%
+553
25 26
27
28 29