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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$130K 0.04%
+1,129
227
$129K 0.04%
+524
228
$129K 0.04%
+841
229
$127K 0.04%
+1,153
230
$123K 0.04%
+7,129
231
$123K 0.04%
+1,305
232
$121K 0.04%
+1,046
233
$120K 0.04%
+2,300
234
$120K 0.04%
+2,078
235
$117K 0.04%
+715
236
$115K 0.04%
+628
237
$114K 0.04%
+715
238
$112K 0.03%
+2,239
239
$112K 0.03%
+440
240
$112K 0.03%
+2,216
241
$110K 0.03%
+2,615
242
$108K 0.03%
+1,841
243
$107K 0.03%
+5,000
244
$107K 0.03%
+2,146
245
$107K 0.03%
+4,429
246
$106K 0.03%
18,100
247
$106K 0.03%
+5,000
248
$106K 0.03%
+1,833
249
$105K 0.03%
+2,300
250
$105K 0.03%
+806
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