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
826
$1.22K ﹤0.01%
+35
827
$1.2K ﹤0.01%
+100
828
$1.13K ﹤0.01%
+40
829
$1.11K ﹤0.01%
11
+6
830
$1.11K ﹤0.01%
+100
831
$1.09K ﹤0.01%
26
832
$1.04K ﹤0.01%
120
833
$1.03K ﹤0.01%
7
834
$1.02K ﹤0.01%
+21
835
$1.01K ﹤0.01%
+55
836
$977 ﹤0.01%
4
837
$973 ﹤0.01%
+1
838
$902 ﹤0.01%
+30
839
$880 ﹤0.01%
+200
840
$863 ﹤0.01%
438
841
$863 ﹤0.01%
+40
842
$852 ﹤0.01%
89
+62
843
$838 ﹤0.01%
4
844
$787 ﹤0.01%
+66
845
$784 ﹤0.01%
113
+5
846
$784 ﹤0.01%
+7
847
$747 ﹤0.01%
+467
848
$740 ﹤0.01%
66
849
$708 ﹤0.01%
27
850
$706 ﹤0.01%
60
32 33
34
35 36