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
201
$31.7K 0.02%
415
202
$31.2K 0.02%
1,211
203
$30.6K 0.02%
937
204
$30.6K 0.02%
+260
205
$28.7K 0.02%
796
206
$27.7K 0.02%
178
207
$27K 0.02%
622
208
$26.8K 0.02%
401
+4
209
$26.1K 0.02%
287
+2
210
$24.9K 0.02%
326
211
$24.6K 0.02%
1,171
212
$23.9K 0.02%
2,192
+47
213
$23.8K 0.02%
1,878
214
$23K 0.02%
641
+125
215
$22K 0.01%
229
216
$21.8K 0.01%
396
217
$21.6K 0.01%
159
-97
218
$21.3K 0.01%
187
219
$21.1K 0.01%
189
+2
220
$21K 0.01%
1,433
221
$20.8K 0.01%
114
+1
222
$20.6K 0.01%
66
223
$20.5K 0.01%
285
224
$20.3K 0.01%
289
+42
225
$20.2K 0.01%
205
7 8
9
10 11