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
126
$101K 0.07%
4,234
-464
127
$100K 0.07%
+5,020
128
$99.1K 0.07%
3,424
+254
129
$99.1K 0.07%
1,782
+9
130
$97.4K 0.06%
848
-220
131
$96.9K 0.06%
159
+2
132
$96K 0.06%
1,860
+20
133
$95.8K 0.06%
1,770
+4
134
$95.7K 0.06%
273
+11
135
$95.5K 0.06%
476
+37
136
$95.2K 0.06%
2,008
-9,937
137
$92.9K 0.06%
1,044
-272
138
$87.5K 0.06%
732
+27
139
$86.5K 0.06%
2,829
-815
140
$85.8K 0.06%
2,294
+14
141
$83.5K 0.06%
3,653
+36
142
$79.8K 0.05%
664
+222
143
$78K 0.05%
869
+23
144
$75.1K 0.05%
1,577
145
$74.7K 0.05%
687
+1
146
$73.6K 0.05%
522
-66
147
$72.9K 0.05%
452
+50
148
$69.7K 0.05%
+1,257
149
$69.5K 0.05%
770
+3
150
$69.2K 0.05%
680
+101
4 5
6
7 8