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
751
$2.57K ﹤0.01%
+598
752
$2.56K ﹤0.01%
+214
753
$2.52K ﹤0.01%
146
754
$2.49K ﹤0.01%
+51
755
$2.41K ﹤0.01%
46
-199
756
$2.37K ﹤0.01%
61
-59
757
$2.35K ﹤0.01%
+279
758
– –
0
759
$2.33K ﹤0.01%
+14
760
$2.31K ﹤0.01%
+150
761
$2.24K ﹤0.01%
+40
762
$2.23K ﹤0.01%
+24
763
$2.18K ﹤0.01%
+50
764
$2.15K ﹤0.01%
35
765
$2.13K ﹤0.01%
35
766
$2.12K ﹤0.01%
+39
767
$2.12K ﹤0.01%
+32
768
$2.1K ﹤0.01%
+10
769
$2.08K ﹤0.01%
+13
770
$2.07K ﹤0.01%
+28
771
$2.04K ﹤0.01%
63
+9
772
$1.97K ﹤0.01%
151
+4
773
$1.96K ﹤0.01%
10
774
$1.95K ﹤0.01%
20
775
$1.93K ﹤0.01%
+30
29 30
31
32 33