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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
$311M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.09M
3
+$1.02M
4
FISV
Fiserv Inc
FISV
+$716K
5
JEF icon
Jefferies Financial Group
JEF
+$649K

Top Sells

1
+$5.44M
2
+$4.51M
3
+$2.86M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.76M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M

Sector Composition

1 Technology 9.77%
2 Financials 4.85%
3 Consumer Discretionary 4.44%
4 Industrials 4.37%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CROX icon
726
Crocs
CROX
$6.19B
$4.38K ﹤0.01%
40
+25
TTD icon
727
Trade Desk
TTD
$8.54B
$4.35K ﹤0.01%
37
+6
DHI icon
728
D.R. Horton
DHI
$43.2B
$4.33K ﹤0.01%
31
-2
DFAX icon
729
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.1B
$4.33K ﹤0.01%
174
CE icon
730
Celanese
CE
$5.62B
$4.22K ﹤0.01%
61
-179
SNY icon
731
Sanofi
SNY
$102B
$4.2K ﹤0.01%
87
-158
ADSK icon
732
Autodesk
ADSK
$40.8B
$4.14K ﹤0.01%
14
+2
EMBJ
733
Embraer S.A. ADS
EMBJ
$10.9B
$4.11K ﹤0.01%
112
GEN icon
734
Gen Digital
GEN
$14.4B
$4.11K ﹤0.01%
150
XLP icon
735
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$4.09K ﹤0.01%
52
-62
HUM icon
736
Humana
HUM
$43.5B
$4.06K ﹤0.01%
16
+11
EDIT icon
737
Editas Medicine
EDIT
$391M
$4.03K ﹤0.01%
3,175
PSQ icon
738
ProShares Short QQQ
PSQ
$668M
$4K ﹤0.01%
107
GRWG icon
739
GrowGeneration
GRWG
$93.1M
$3.98K ﹤0.01%
2,354
-8,310
DCI icon
740
Donaldson
DCI
$9.89B
$3.97K ﹤0.01%
+59
SOUN icon
741
SoundHound AI
SOUN
$3.01B
$3.97K ﹤0.01%
200
-1,630
JOE icon
742
St. Joe Company
JOE
$3.64B
$3.95K ﹤0.01%
88
STT icon
743
State Street
STT
$47.4B
$3.93K ﹤0.01%
40
+15
FTV icon
744
Fortive
FTV
$18.5B
$3.9K ﹤0.01%
69
AMZA icon
745
InfraCap MLP ETF
AMZA
$439M
$3.83K ﹤0.01%
90
+1
EPR icon
746
EPR Properties
EPR
$4.41B
$3.83K ﹤0.01%
86
+25
EFX icon
747
Equifax
EFX
$18.4B
$3.82K ﹤0.01%
15
+2
ABR icon
748
Arbor Realty Trust
ABR
$981M
$3.81K ﹤0.01%
275
+8
CINF icon
749
Cincinnati Financial
CINF
$26.5B
$3.74K ﹤0.01%
26
+8
CPRT icon
750
Copart
CPRT
$27.3B
$3.73K ﹤0.01%
65
+20
28 29
30
31 32