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
76
$488K 0.21%
3,022
+466
77
$480K 0.21%
1,076
+429
78
$479K 0.21%
7,431
+258
79
$479K 0.21%
1,933
+100
80
$476K 0.21%
4,344
-102
81
$475K 0.21%
8,746
-656
82
$471K 0.2%
+1,850
83
$454K 0.2%
8,985
+174
84
$451K 0.19%
3,440
+117
85
$450K 0.19%
5,122
+2,470
86
$449K 0.19%
3,105
-160
87
$447K 0.19%
+35,852
88
$442K 0.19%
12,536
+11,489
89
$441K 0.19%
1,144
+406
90
$441K 0.19%
8,166
-165
91
$417K 0.18%
6,273
-900
92
$416K 0.18%
3,986
+512
93
$415K 0.18%
829
-127
94
$413K 0.18%
5,018
+199
95
$407K 0.18%
21,168
+5,132
96
$403K 0.17%
3,090
+2,646
97
$398K 0.17%
1,149
+43
98
$398K 0.17%
7,577
+1,768
99
$398K 0.17%
2,138
+2,130
100
$396K 0.17%
2,068
+115
2 3
4
5 6