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
101
$395K 0.17%
+3,956
102
$378K 0.16%
+3,025
103
$372K 0.16%
1,077
+1,076
104
$367K 0.16%
3,532
+3,426
105
$367K 0.16%
32,782
+32,286
106
$364K 0.16%
1,705
+494
107
$358K 0.15%
12,185
+415
108
$357K 0.15%
15,888
+911
109
$354K 0.15%
3,662
-589
110
$347K 0.15%
5,077
+185
111
$346K 0.15%
+1,647
112
$340K 0.15%
4,823
+175
113
$340K 0.15%
3,028
+886
114
$338K 0.15%
9,910
+431
115
$329K 0.14%
+46,100
116
$329K 0.14%
2,063
+1,398
117
$323K 0.14%
675
+18
118
$323K 0.14%
1,733
-310
119
$322K 0.14%
2,812
+1,169
120
$321K 0.14%
4,221
+2,541
121
$316K 0.14%
2,155
+69
122
$313K 0.14%
2,333
+2,247
123
$311K 0.13%
1,061
+74
124
$310K 0.13%
3,938
-672
125
$309K 0.13%
900
+759
3 4
5
6 7