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
176
$164K 0.07%
+1,863
177
$163K 0.07%
47,699
+22,176
178
$162K 0.07%
+4,703
179
$162K 0.07%
2,774
+792
180
$160K 0.07%
1,601
+1,201
181
$160K 0.07%
+5,000
182
$160K 0.07%
751
+582
183
$155K 0.07%
2,730
184
$154K 0.07%
+5,260
185
$153K 0.07%
6,122
186
$152K 0.07%
418
+416
187
$148K 0.06%
910
+537
188
$146K 0.06%
1,375
+1,085
189
$143K 0.06%
502
+325
190
$142K 0.06%
+4,591
191
$142K 0.06%
1,914
+1,833
192
$142K 0.06%
+1,813
193
$140K 0.06%
1,062
+464
194
$138K 0.06%
+606
195
$138K 0.06%
650
+640
196
$137K 0.06%
+12,800
197
$137K 0.06%
1,911
+110
198
$137K 0.06%
1,289
-11
199
$137K 0.06%
+2,071
200
$136K 0.06%
1,503
6 7
8
9 10