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
651
$6.05K ﹤0.01%
150
+102
652
$6.05K ﹤0.01%
125
-55
653
$6.02K ﹤0.01%
+942
654
$6.01K ﹤0.01%
+79
655
$6K ﹤0.01%
100
656
$5.98K ﹤0.01%
+811
657
$5.89K ﹤0.01%
+300
658
$5.83K ﹤0.01%
+391
659
$5.83K ﹤0.01%
37
+35
660
$5.83K ﹤0.01%
+220
661
$5.82K ﹤0.01%
200
662
$5.81K ﹤0.01%
+41
663
$5.76K ﹤0.01%
+1,096
664
$5.74K ﹤0.01%
+3,800
665
$5.51K ﹤0.01%
122
666
$5.51K ﹤0.01%
+100
667
$5.46K ﹤0.01%
43
+25
668
$5.38K ﹤0.01%
+360
669
$5.38K ﹤0.01%
+110
670
$5.36K ﹤0.01%
42
671
$5.35K ﹤0.01%
161
672
$5.29K ﹤0.01%
52
-90
673
$5.24K ﹤0.01%
+55
674
$5.13K ﹤0.01%
+553
675
$5.07K ﹤0.01%
+161
25 26
27
28 29