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
$152M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.57M
3
+$1.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$899K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$866K

Top Sells

1
+$3.91M
2
+$596K
3
+$471K
4
MUST icon
Columbia Multi-Sector Municipal Income ETF
MUST
+$153K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$142K

Sector Composition

1 Technology 5.09%
2 Industrials 3.69%
3 Healthcare 2.69%
4 Financials 1.91%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.22%
15,633
-4,810
77
$327K 0.22%
6,003
+281
78
$322K 0.21%
1,637
+39
79
$312K 0.21%
813
+19
80
$310K 0.2%
3,183
-313
81
$305K 0.2%
1,009
+132
82
$304K 0.2%
4,849
+115
83
$299K 0.2%
605
+7
84
$297K 0.2%
3,163
+83
85
$297K 0.2%
929
+20
86
$297K 0.2%
3,999
+102
87
$295K 0.19%
10,785
+265
88
$292K 0.19%
2,119
+54
89
$291K 0.19%
2,685
+22
90
$290K 0.19%
565
+12
91
$286K 0.19%
2,801
+51
92
$285K 0.19%
1,916
+44
93
$279K 0.18%
1,884
+42
94
$275K 0.18%
1,380
+29
95
$259K 0.17%
1,289
+32
96
$258K 0.17%
704
+16
97
$247K 0.16%
1,475
+25
98
$243K 0.16%
3,836
+289
99
$243K 0.16%
11,447
+85
100
$233K 0.15%
4,461
-651
2 3
4
5 6