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
851
$611 ﹤0.01%
55
-10
852
$604 ﹤0.01%
+2
853
$591 ﹤0.01%
+150
854
$582 ﹤0.01%
30
855
$548 ﹤0.01%
+50
856
$545 ﹤0.01%
+20
857
$539 ﹤0.01%
+2
858
$477 ﹤0.01%
+6
859
$470 ﹤0.01%
20
+13
860
$466 ﹤0.01%
+94
861
$457 ﹤0.01%
+25
862
$452 ﹤0.01%
90
863
$440 ﹤0.01%
30
864
$420 ﹤0.01%
10
865
$403 ﹤0.01%
+56
866
$398 ﹤0.01%
+14
867
$395 ﹤0.01%
59
868
$373 ﹤0.01%
+1
869
$371 ﹤0.01%
16
870
$355 ﹤0.01%
30
-100
871
$318 ﹤0.01%
8
872
$286 ﹤0.01%
+100
873
$286 ﹤0.01%
+3
874
$285 ﹤0.01%
+26
875
$284 ﹤0.01%
9
33 34
35
36 37