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
901
$162 ﹤0.01%
+2
902
$155 ﹤0.01%
10
903
$153 ﹤0.01%
5
904
$152 ﹤0.01%
+2
905
$146 ﹤0.01%
21
906
$133 ﹤0.01%
+32
907
$128 ﹤0.01%
10
-3
908
$117 ﹤0.01%
+4
909
$116 ﹤0.01%
+3
910
$115 ﹤0.01%
+15
911
$113 ﹤0.01%
60
912
$109 ﹤0.01%
2
913
$108 ﹤0.01%
11
914
$99 ﹤0.01%
55
915
$99 ﹤0.01%
+3
916
$78 ﹤0.01%
+866
917
$71 ﹤0.01%
+46
918
$64 ﹤0.01%
33
919
$59 ﹤0.01%
5
920
$53 ﹤0.01%
6
921
$52 ﹤0.01%
33
-220
922
$49 ﹤0.01%
3
923
$49 ﹤0.01%
5
924
$48 ﹤0.01%
+2
925
$32 ﹤0.01%
13
35 36
37
38 39