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
1
$18.4M 7.95%
391,712
+97,719
2
$11.3M 4.86%
27,497
-940
3
$10.7M 4.64%
188,153
+103,550
4
$10.3M 4.43%
144,647
+16,293
5
$7.42M 3.21%
209,260
+20,073
6
$6.71M 2.9%
139,267
+1,023
7
$6.55M 2.83%
201,692
+200,980
8
$6.39M 2.76%
38,778
+29,882
9
$6.27M 2.71%
+160,221
10
$5.47M 2.36%
54,606
+8,325
11
$4.52M 1.95%
50,004
-25,444
12
$3.92M 1.7%
77,960
+31,140
13
$3.65M 1.58%
62,424
+8,844
14
$3.55M 1.53%
11,054
+52
15
$3.43M 1.48%
71,630
-44,685
16
$3.31M 1.43%
35,303
+7,870
17
$3.25M 1.41%
106,072
+13,544
18
$3.13M 1.35%
7,625
+25
19
$2.9M 1.25%
62,791
+8,477
20
$2.4M 1.04%
+39,974
21
$2.35M 1.01%
48,326
-13,276
22
$2.22M 0.96%
24,336
-1,653
23
$2.18M 0.94%
7,553
+4,024
24
$2.11M 0.91%
16,993
+16,804
25
$2.09M 0.9%
35,172
+21,594
1
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