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
101
$204K 0.13%
1,952
-23
102
$192K 0.13%
3,067
+65
103
$176K 0.12%
1,980
+49
104
$172K 0.11%
717
+16
105
$171K 0.11%
2,183
+58
106
$170K 0.11%
+3,676
107
$164K 0.11%
+8,234
108
$154K 0.1%
8,061
-88
109
$152K 0.1%
1,152
110
$144K 0.09%
+373
111
$139K 0.09%
564
+278
112
$138K 0.09%
+498
113
$126K 0.08%
2,052
+38
114
$126K 0.08%
1,503
115
$125K 0.08%
1,624
+12
116
$122K 0.08%
3,002
+32
117
$119K 0.08%
672
118
$115K 0.08%
2,730
119
$114K 0.08%
2,191
-250
120
$112K 0.07%
6,736
+534
121
$111K 0.07%
1,291
-55
122
$109K 0.07%
1,860
-319
123
$108K 0.07%
1,549
+140
124
$102K 0.07%
2,728
-104,178
125
$102K 0.07%
664
-93
3 4
5
6 7