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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

Sector Composition

1 Technology 9.03%
2 Industrials 4.42%
3 Financials 3.94%
4 Healthcare 3.89%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$104K 0.04%
1,326
-11
227
$104K 0.04%
953
228
$103K 0.04%
2,124
-224
229
$103K 0.04%
1,596
-32
230
$103K 0.04%
784
+18
231
$102K 0.04%
905
-272
232
$101K 0.04%
1,961
233
$100K 0.04%
4,365
+1,394
234
$100K 0.04%
833
-30
235
$99.5K 0.04%
1,345
236
$99.4K 0.04%
2,084
-49
237
$99.4K 0.04%
1,318
+467
238
$98.2K 0.04%
2,300
239
$97.4K 0.04%
4,765
+61
240
$97K 0.04%
3,073
+205
241
$96.5K 0.04%
1,026
+98
242
$96.4K 0.04%
1,470
243
$96.2K 0.04%
800
244
$96.1K 0.04%
245
+197
245
$96K 0.04%
218
246
$95.3K 0.04%
2,505
+201
247
$94K 0.04%
910
+372
248
$93.8K 0.04%
+365
249
$93.5K 0.04%
922
250
$92.9K 0.04%
18,100
8 9
10
11 12