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
701
$4.3K ﹤0.01%
28
+10
702
$4.29K ﹤0.01%
+468
703
$4.28K ﹤0.01%
+166
704
$4.22K ﹤0.01%
+144
705
$4.21K ﹤0.01%
1,081
+14
706
$4.18K ﹤0.01%
9
+8
707
$4.13K ﹤0.01%
+9
708
$4.09K ﹤0.01%
+24
709
$4.04K ﹤0.01%
115
710
$4.01K ﹤0.01%
+225
711
$3.98K ﹤0.01%
50
712
$3.98K ﹤0.01%
+2,000
713
$3.97K ﹤0.01%
+74
714
$3.94K ﹤0.01%
482
715
$3.93K ﹤0.01%
52
716
$3.9K ﹤0.01%
+170
717
$3.8K ﹤0.01%
+1,112
718
$3.8K ﹤0.01%
156
719
$3.78K ﹤0.01%
+499
720
$3.77K ﹤0.01%
+2,600
721
$3.77K ﹤0.01%
+50
722
$3.67K ﹤0.01%
34
723
$3.65K ﹤0.01%
54
-5
724
$3.61K ﹤0.01%
+100
725
$3.59K ﹤0.01%
155
27 28
29
30 31