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
151
$67.5K 0.04%
595
+1
152
$64.8K 0.04%
18,053
+3,510
153
$64.4K 0.04%
630
154
$64.3K 0.04%
1,120
+187
155
$64.1K 0.04%
2,590
156
$61.8K 0.04%
8,950
157
$61.7K 0.04%
1,120
158
$61.4K 0.04%
725
+3
159
$56.5K 0.04%
1,325
+4
160
$55.4K 0.04%
244
161
$53.8K 0.04%
557
-88
162
$53.4K 0.04%
2,396
-1,124
163
$53.4K 0.04%
369
+2
164
$52.9K 0.03%
852
165
$51.5K 0.03%
485
+225
166
$51.2K 0.03%
+510
167
$50.6K 0.03%
1,538
168
$50.3K 0.03%
415
169
$50.1K 0.03%
460
+200
170
$50K 0.03%
+3,726
171
$49.4K 0.03%
2,308
+26
172
$49.3K 0.03%
438
+3
173
$48.7K 0.03%
1,407
+292
174
$48.7K 0.03%
200
175
$48.6K 0.03%
245
+1
5 6
7
8 9