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WWP
WR Wealth Planners Portfolio holdings
AUM
$311M
1-Year Est. Return
18.22%
This Fund
S&P 500
1 Year Est. Return
+18.22%
AUM
$311M
AUM Growth
-$48.5M
(-13%)
Holding
1,211
Top Buys
| 1 | +$1.19M | |
| 2 | +$1.09M | |
| 3 | +$1.02M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$716K |
| 5 |
Jefferies Financial Group
JEF
|
+$649K |
Top Sells
| 1 | +$5.44M | |
| 2 | +$4.51M | |
| 3 | +$2.86M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.76M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.67M |
Sector Composition
| 1 | Technology | 9.77% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.44% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
