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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

Sector Composition

1 Technology 9.89%
2 Industrials 4.66%
3 Financials 3.85%
4 Healthcare 3.85%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.05%
2,300
227
$116K 0.04%
953
228
$115K 0.04%
3,105
+620
229
$114K 0.04%
1,265
+255
230
$113K 0.04%
667
+537
231
$110K 0.04%
1,628
-217
232
$108K 0.04%
580
233
$106K 0.04%
1,345
234
$104K 0.04%
1,961
-74
235
$104K 0.04%
592
236
$103K 0.04%
2,133
-1,988
237
$102K 0.04%
1,788
+5
238
$102K 0.04%
4,704
+4,664
239
$102K 0.04%
18,100
240
$99.4K 0.04%
800
241
$99.4K 0.04%
218
-66
242
$98.9K 0.04%
922
+742
243
$98.5K 0.04%
3,524
-500
244
$96.6K 0.04%
3,750
245
$95.7K 0.04%
1,470
+1,179
246
$94.6K 0.04%
5,200
247
$93.8K 0.04%
174
+83
248
$93.1K 0.04%
941
+34
249
$93K 0.04%
5,000
250
$92.7K 0.04%
2,304
+77
8 9
10
11 12