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
151
$207K 0.09%
+1,210
152
$207K 0.09%
2,394
+108
153
$206K 0.09%
1,010
+1,004
154
$206K 0.09%
11,753
+102
155
$203K 0.09%
+1,005
156
$197K 0.08%
1,924
+1,894
157
$196K 0.08%
5,240
-174,713
158
$193K 0.08%
2,768
+1,916
159
$192K 0.08%
+2,880
160
$190K 0.08%
3,643
+2,324
161
$190K 0.08%
3,064
+2,723
162
$185K 0.08%
1,923
+1,557
163
$185K 0.08%
3,424
-1,651
164
$184K 0.08%
5,636
+3,299
165
$184K 0.08%
367
+93
166
$183K 0.08%
1,757
+1,342
167
$180K 0.08%
2,589
+2,519
168
$178K 0.08%
698
+224
169
$175K 0.08%
+509
170
$174K 0.08%
9,213
+8,705
171
$174K 0.08%
+3,405
172
$170K 0.07%
14,500
+6,877
173
$168K 0.07%
16,503
+16,357
174
$166K 0.07%
1,001
+780
175
$164K 0.07%
780
+729
5 6
7
8 9