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
851
$629 ﹤0.01%
+12
852
$611 ﹤0.01%
55
-10
853
$604 ﹤0.01%
+2
854
$591 ﹤0.01%
+150
855
$582 ﹤0.01%
30
856
$548 ﹤0.01%
+50
857
$545 ﹤0.01%
+20
858
$539 ﹤0.01%
+8
859
$477 ﹤0.01%
+6
860
$470 ﹤0.01%
20
+13
861
$466 ﹤0.01%
+94
862
$457 ﹤0.01%
+25
863
$452 ﹤0.01%
90
864
$440 ﹤0.01%
30
865
$420 ﹤0.01%
10
866
$403 ﹤0.01%
+56
867
$398 ﹤0.01%
+14
868
$395 ﹤0.01%
59
869
$373 ﹤0.01%
+1
870
$371 ﹤0.01%
16
871
$355 ﹤0.01%
30
-100
872
$318 ﹤0.01%
8
873
$286 ﹤0.01%
+100
874
$286 ﹤0.01%
+3
875
$285 ﹤0.01%
+26
33 34
35
36 37