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
776
$1.93K ﹤0.01%
+35
777
$1.9K ﹤0.01%
+15
778
$1.88K ﹤0.01%
+180
779
$1.85K ﹤0.01%
+8
780
$1.84K ﹤0.01%
+10
781
$1.84K ﹤0.01%
+125
782
$1.83K ﹤0.01%
41
783
$1.78K ﹤0.01%
102
+13
784
$1.75K ﹤0.01%
+47
785
$1.74K ﹤0.01%
+35
786
$1.73K ﹤0.01%
+34
787
– –
0
788
$1.71K ﹤0.01%
66
+4
789
$1.7K ﹤0.01%
+12
790
$1.7K ﹤0.01%
+56
791
$1.67K ﹤0.01%
+40
792
$1.66K ﹤0.01%
+10
793
$1.66K ﹤0.01%
+23
794
$1.66K ﹤0.01%
+500
795
$1.61K ﹤0.01%
66
+45
796
$1.61K ﹤0.01%
+52
797
$1.56K ﹤0.01%
441
798
$1.55K ﹤0.01%
45
+1
799
$1.53K ﹤0.01%
104
+14
800
$1.53K ﹤0.01%
+50
30 31
32
33 34