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
826
$1.2K ﹤0.01%
+100
827
$1.13K ﹤0.01%
+40
828
$1.11K ﹤0.01%
11
+6
829
$1.11K ﹤0.01%
+100
830
$1.09K ﹤0.01%
26
831
$1.04K ﹤0.01%
120
832
$1.03K ﹤0.01%
7
833
$1.02K ﹤0.01%
+21
834
$1.01K ﹤0.01%
+55
835
$977 ﹤0.01%
4
836
$973 ﹤0.01%
+1
837
$902 ﹤0.01%
+30
838
$880 ﹤0.01%
+200
839
$863 ﹤0.01%
438
840
$863 ﹤0.01%
+40
841
$852 ﹤0.01%
89
+62
842
$838 ﹤0.01%
4
843
$787 ﹤0.01%
+66
844
$784 ﹤0.01%
113
+5
845
$784 ﹤0.01%
+7
846
$747 ﹤0.01%
+467
847
$740 ﹤0.01%
66
848
$708 ﹤0.01%
27
849
$706 ﹤0.01%
60
850
$629 ﹤0.01%
+12
32 33
34
35 36