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
201
$136K 0.06%
+7,406
202
$136K 0.06%
+1,005
203
$135K 0.06%
4,598
+4,503
204
$135K 0.06%
+951
205
$135K 0.06%
6,416
-17,890
206
$131K 0.06%
+2,300
207
$131K 0.06%
284
+266
208
$131K 0.06%
+530
209
$131K 0.06%
+18,100
210
$130K 0.06%
+3,300
211
$130K 0.06%
+3,697
212
$129K 0.06%
+5,265
213
$129K 0.06%
273
+270
214
$128K 0.06%
+6,463
215
$128K 0.06%
+41,600
216
$125K 0.05%
+790
217
$124K 0.05%
2,346
+7
218
$123K 0.05%
+7,985
219
$123K 0.05%
1,845
-225
220
$122K 0.05%
+5,465
221
$122K 0.05%
+2,284
222
$120K 0.05%
+978
223
$116K 0.05%
+580
224
$115K 0.05%
+695
225
$112K 0.05%
4,024
-946
7 8
9
10 11