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
901
$155 ﹤0.01%
10
902
$153 ﹤0.01%
5
903
$152 ﹤0.01%
+2
904
$146 ﹤0.01%
21
905
$133 ﹤0.01%
+32
906
$128 ﹤0.01%
10
-3
907
$117 ﹤0.01%
+4
908
$116 ﹤0.01%
+3
909
$115 ﹤0.01%
+15
910
$113 ﹤0.01%
60
911
$109 ﹤0.01%
2
912
$108 ﹤0.01%
11
913
$99 ﹤0.01%
55
914
$99 ﹤0.01%
+3
915
$78 ﹤0.01%
+866
916
$71 ﹤0.01%
+46
917
$64 ﹤0.01%
33
918
$59 ﹤0.01%
5
919
$53 ﹤0.01%
6
920
$52 ﹤0.01%
33
-220
921
$49 ﹤0.01%
3
922
$49 ﹤0.01%
5
923
$48 ﹤0.01%
+2
924
$32 ﹤0.01%
13
925
$17 ﹤0.01%
20
35 36
37
38 39