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
876
$284 ﹤0.01%
9
877
$281 ﹤0.01%
13
878
$267 ﹤0.01%
+5
879
$263 ﹤0.01%
+25
880
$261 ﹤0.01%
+37
881
$254 ﹤0.01%
13
882
$254 ﹤0.01%
+4
883
$243 ﹤0.01%
+16
884
$241 ﹤0.01%
+3
885
$240 ﹤0.01%
+33
886
$238 ﹤0.01%
8
887
$234 ﹤0.01%
19
888
$234 ﹤0.01%
2
-4
889
$233 ﹤0.01%
+12
890
$232 ﹤0.01%
+28
891
$231 ﹤0.01%
+29
892
$226 ﹤0.01%
+6
893
$222 ﹤0.01%
15
894
$222 ﹤0.01%
10
-10
895
$222 ﹤0.01%
7
896
$211 ﹤0.01%
+10
897
$204 ﹤0.01%
8
898
$202 ﹤0.01%
+17
899
$196 ﹤0.01%
+4
900
$185 ﹤0.01%
+2
34 35
36
37 38