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
$152M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.57M
3
+$1.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$899K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$866K

Top Sells

1
+$3.91M
2
+$596K
3
+$471K
4
MUST icon
Columbia Multi-Sector Municipal Income ETF
MUST
+$153K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$142K

Sector Composition

1 Technology 5.09%
2 Industrials 3.69%
3 Healthcare 2.69%
4 Financials 1.91%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.34%
+10,362
52
$501K 0.33%
23,339
+4,494
53
$487K 0.32%
9,627
-898
54
$468K 0.31%
6,042
-43
55
$460K 0.3%
3,632
+22
56
$437K 0.29%
2,856
-147
57
$427K 0.28%
3,180
+22
58
$418K 0.28%
23,775
+4,049
59
$415K 0.27%
1,848
+43
60
$414K 0.27%
1,681
-273
61
$399K 0.26%
4,321
-895
62
$392K 0.26%
15,930
-1,134
63
$387K 0.26%
2,839
-409
64
$370K 0.24%
4,660
+117
65
$368K 0.24%
1,786
+40
66
$367K 0.24%
1,337
+26
67
$363K 0.24%
6,562
+167
68
$360K 0.24%
33,050
+812
69
$358K 0.24%
5,452
-334
70
$347K 0.23%
7,601
+1,918
71
$345K 0.23%
837
+22
72
$344K 0.23%
+7,077
73
$344K 0.23%
3,039
+80
74
$334K 0.22%
4,785
+98
75
$333K 0.22%
1,219
+350
1 2
3
4 5