Wr Wealth Planners, LLC
CIK Number: 0002031978
311.03M
Market Value
100
# of Holdings
7 months
Avg. Holding Period
45.00%
Win Rate
31.13%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 589.47 | -0.1% | 56.91K | +3.68% | 33.36M | 469.68 | 10.72% |
| 2 | GBIL | Goldman Sachs A... | 100.15 | +0.03% | 256.75K | -10.01% | 25.65M | 99.9 | 8.25% |
| 3 | COWZ | Pacer US Cash C... | 53.59 | -0.32% | 445.13K | +4.06% | 25.14M | 49.25 | 8.08% |
| 4 | AVDE | Avantis Interna... | 72.86 | +0.21% | 264.54K | +6.85% | 16.23M | 58.15 | 5.22% |
| 5 | AVUS | Avantis U.S. Eq... | 96.25 | -0.19% | 150.38K | +2.43% | 14.58M | 76.32 | 4.69% |
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- Up to 30 years financial history
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