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
126
$305K 0.13%
10,656
+10,647
127
$290K 0.13%
1,391
+46
128
$285K 0.12%
1,448
+48
129
$282K 0.12%
3,581
+254
130
$265K 0.11%
2,531
-78
131
$263K 0.11%
2,746
+97
132
$258K 0.11%
+44,385
133
$257K 0.11%
6,896
+422
134
$257K 0.11%
3,711
+2,064
135
$254K 0.11%
10,040
-529
136
$252K 0.11%
+3,257
137
$249K 0.11%
1,705
+700
138
$245K 0.11%
30,040
+9,956
139
$237K 0.1%
+6,510
140
$235K 0.1%
2,371
+1,497
141
$235K 0.1%
1,688
-2,886
142
$231K 0.1%
+87
143
$228K 0.1%
9,959
-82,437
144
$228K 0.1%
2,962
-2,826
145
$224K 0.1%
5,500
+4,804
146
$220K 0.1%
9,666
-150
147
$218K 0.09%
26,133
+14,048
148
$211K 0.09%
3,045
+2,905
149
$209K 0.09%
4,121
+4,016
150
$207K 0.09%
1,981
+65
4 5
6
7 8