Wr Wealth Planners, LLC
CIK Number: 0002031978
359.53M
Market Value
1,042
# of Holdings
6 months
Avg. Holding Period
71.43%
Win Rate
28.57%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 Et... | 604.38 | +0.01% | 54.90K | -0.74% | 31.50M | 465.4 | 8.76% | |
| 2 | Access Treasury... | 100.03 | +0.02% | 285.31K | +12.39% | 28.61M | 99.9 | 7.96% | |
| 3 | Pacer Us Cash C... | 58.88 | -0.73% | 427.75K | -5.07% | 24.74M | 48.95 | 6.88% | |
| 4 | Avantis Interna... | 63.90 | -0.20% | 247.57K | +27.08% | 16.59M | 57.93 | 4.62% | |
| 5 | Avantis U.S. Eq... | 100.61 | -0.27% | 146.82K | +1.27% | 13.97M | 75.83 | 3.89% |
Trade Smarter, Not Harder
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- Up to 30 years financial history
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