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
176
$47.4K 0.03%
1,134
-208
177
$45.7K 0.03%
141
178
$45.7K 0.03%
263
179
$45.5K 0.03%
867
+1
180
$44K 0.03%
349
+3
181
$43.9K 0.03%
1,388
+426
182
$43.6K 0.03%
304
+22
183
$43.6K 0.03%
406
+3
184
$42.6K 0.03%
1,394
185
$41.4K 0.03%
563
-29
186
$41K 0.03%
246
187
$41K 0.03%
+1,763
188
$40.8K 0.03%
194
189
$40.6K 0.03%
595
+326
190
$40.4K 0.03%
508
+3
191
$40K 0.03%
+1,790
192
$38.8K 0.03%
430
+15
193
$38.1K 0.03%
606
+239
194
$36.1K 0.02%
1,180
-680
195
$35.7K 0.02%
1,634
+10
196
$33.6K 0.02%
986
+687
197
$33.6K 0.02%
484
+295
198
$32.8K 0.02%
1,623
-7,577
199
$32.4K 0.02%
230
+1
200
$32.4K 0.02%
1,029
+9
6 7
8
9 10