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
51
$784K 0.34%
2,805
+2,516
52
$784K 0.34%
2,538
+1,319
53
$746K 0.32%
1,579
+962
54
$746K 0.32%
29,285
-191,498
55
$714K 0.31%
8,217
-819
56
$708K 0.31%
4,342
+1,206
57
$702K 0.3%
9,476
+419
58
$642K 0.28%
+49,560
59
$631K 0.27%
13,095
+12,299
60
$625K 0.27%
+11,790
61
$596K 0.26%
2,665
+646
62
$595K 0.26%
6,069
+5,743
63
$595K 0.26%
5,733
+5,453
64
$579K 0.25%
+35,678
65
$546K 0.24%
1,851
+428
66
$546K 0.24%
4,928
+1,271
67
$544K 0.24%
2,848
+2,585
68
$534K 0.23%
4,869
+4,817
69
$528K 0.23%
10,174
+1,463
70
$526K 0.23%
30,346
+1,104
71
$524K 0.23%
+20,250
72
$522K 0.23%
1,828
+620
73
$522K 0.23%
933
+30
74
$507K 0.22%
1,943
+935
75
$489K 0.21%
15,524
+98
1 2
3
4 5