WWP

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
$231M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.02M
3
+$5.83M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.67M
5
AAPL icon
Apple
AAPL
+$4.41M

Top Sells

1
+$6.27M
2
+$4.85M
3
+$2.73M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.25M
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
726
$3.55K ﹤0.01%
+10
727
$3.53K ﹤0.01%
+42
728
$3.37K ﹤0.01%
+38
729
$3.34K ﹤0.01%
83
-6,418
730
$3.27K ﹤0.01%
+86
731
$3.22K ﹤0.01%
+30
732
$3.21K ﹤0.01%
+46
733
$3.14K ﹤0.01%
+45
734
$3.09K ﹤0.01%
+291
735
$3.07K ﹤0.01%
+61
736
$2.97K ﹤0.01%
100
737
$2.94K ﹤0.01%
+5,431
738
$2.89K ﹤0.01%
+336
739
$2.89K ﹤0.01%
34
740
$2.86K ﹤0.01%
+82
741
$2.86K ﹤0.01%
14
742
$2.84K ﹤0.01%
108
743
$2.78K ﹤0.01%
+100
744
$2.75K ﹤0.01%
+102
745
$2.72K ﹤0.01%
+84
746
$2.67K ﹤0.01%
+1,000
747
$2.65K ﹤0.01%
27
748
$2.62K ﹤0.01%
+70
749
$2.61K ﹤0.01%
186
750
$2.57K ﹤0.01%
+150
28 29
30
31 32