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
676
$5.05K ﹤0.01%
+278
677
$5.03K ﹤0.01%
+38
678
$5K ﹤0.01%
+1,000
679
$4.96K ﹤0.01%
111
680
$4.91K ﹤0.01%
+1,742
681
$4.88K ﹤0.01%
237
-288
682
$4.76K ﹤0.01%
154
683
$4.73K ﹤0.01%
56
+6
684
$4.72K ﹤0.01%
34
+2
685
$4.7K ﹤0.01%
195
686
$4.69K ﹤0.01%
+1,700
687
$4.66K ﹤0.01%
110
688
$4.64K ﹤0.01%
56
+1
689
$4.53K ﹤0.01%
+149
690
$4.49K ﹤0.01%
+100
691
$4.47K ﹤0.01%
+476
692
$4.47K ﹤0.01%
+32
693
$4.46K ﹤0.01%
103
+1
694
$4.42K ﹤0.01%
100
695
$4.42K ﹤0.01%
101
696
$4.41K ﹤0.01%
+40
697
$4.34K ﹤0.01%
1,639
+500
698
$4.33K ﹤0.01%
+157
699
$4.33K ﹤0.01%
6
700
$4.3K ﹤0.01%
28
+10
26 27
28
29 30