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
$360M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.54M
3
+$3.15M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.1M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.83M

Top Sells

1
+$2.76M
2
+$2.33M
3
+$1.51M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.32M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.19M

Sector Composition

1 Technology 9.39%
2 Industrials 4.47%
3 Financials 3.95%
4 Healthcare 3.84%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIDU icon
701
Baidu
BIDU
$42.9B
$6.32K ﹤0.01%
60
DHI icon
702
D.R. Horton
DHI
$42.8B
$6.29K ﹤0.01%
33
BND icon
703
Vanguard Total Bond Market
BND
$144B
$6.29K ﹤0.01%
84
+1
GOP
704
Unusual Whales Subversive Republican Trading ETF
GOP
$63.3M
$6.28K ﹤0.01%
200
JMIA
705
Jumia Technologies
JMIA
$1.57B
$6.25K ﹤0.01%
1,170
PEG icon
706
Public Service Enterprise Group
PEG
$40.3B
$6.25K ﹤0.01%
70
+17
BTC
707
Grayscale Bitcoin Mini Trust ETF
BTC
$3.8B
$6.14K ﹤0.01%
+218
FIW icon
708
First Trust Water ETF
FIW
$1.91B
$6.13K ﹤0.01%
56
ENB icon
709
Enbridge
ENB
$103B
$6.12K ﹤0.01%
151
-154
FITB icon
710
Fifth Third Bancorp
FITB
$31.7B
$6.04K ﹤0.01%
141
MHK icon
711
Mohawk Industries
MHK
$6.6B
$5.95K ﹤0.01%
37
+2
IP icon
712
International Paper
IP
$20.2B
$5.91K ﹤0.01%
121
-126
AON icon
713
Aon
AON
$75.7B
$5.88K ﹤0.01%
17
CSX icon
714
CSX Corp
CSX
$68.3B
$5.87K ﹤0.01%
170
NVS icon
715
Novartis
NVS
$263B
$5.87K ﹤0.01%
51
-16
PLUG icon
716
Plug Power
PLUG
$3.03B
$5.84K ﹤0.01%
2,586
-1,984
MSCI icon
717
MSCI
MSCI
$42.9B
$5.83K ﹤0.01%
10
+5
BBUS icon
718
JPMorgan BetaBuilders US Equity ETF
BBUS
$6.65B
$5.8K ﹤0.01%
+56
CC icon
719
Chemours
CC
$1.78B
$5.8K ﹤0.01%
285
+4
SLB icon
720
SLB Ltd
SLB
$57B
$5.75K ﹤0.01%
137
TAK icon
721
Takeda Pharmaceutical
TAK
$47.3B
$5.64K ﹤0.01%
397
-245
HRTX icon
722
Heron Therapeutics
HRTX
$238M
$5.57K ﹤0.01%
2,800
SDGR icon
723
Schrodinger
SDGR
$1.3B
$5.57K ﹤0.01%
300
FELG icon
724
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.65B
$5.54K ﹤0.01%
167
+128
WPC icon
725
W.P. Carey
WPC
$14.2B
$5.48K ﹤0.01%
88
+1
27 28
29
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