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
801
$1.53K ﹤0.01%
+50
802
$1.53K ﹤0.01%
+41
803
$1.53K ﹤0.01%
36
804
$1.53K ﹤0.01%
300
805
$1.52K ﹤0.01%
7
806
$1.51K ﹤0.01%
+28
807
$1.51K ﹤0.01%
95
808
$1.51K ﹤0.01%
+100
809
$1.5K ﹤0.01%
21
810
$1.5K ﹤0.01%
+38
811
$1.5K ﹤0.01%
27
812
$1.48K ﹤0.01%
7
-11
813
$1.47K ﹤0.01%
+13
814
$1.44K ﹤0.01%
25
815
$1.43K ﹤0.01%
+100
816
$1.39K ﹤0.01%
+560
817
$1.37K ﹤0.01%
215
818
$1.36K ﹤0.01%
48
819
$1.36K ﹤0.01%
50
820
$1.34K ﹤0.01%
232
821
$1.31K ﹤0.01%
+4
822
$1.3K ﹤0.01%
8
823
$1.29K ﹤0.01%
509
+405
824
$1.28K ﹤0.01%
+91
825
$1.28K ﹤0.01%
+113
31 32
33
34 35