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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$116K 0.04%
4,510
+1,532
227
$115K 0.04%
1,041
-123
228
$115K 0.03%
628
229
$114K 0.03%
5,143
+143
230
$114K 0.03%
2,200
-100
231
$114K 0.03%
2,235
+19
232
$114K 0.03%
4,084
233
$112K 0.03%
5,000
234
$112K 0.03%
1,125
235
$112K 0.03%
1,521
+76
236
$111K 0.03%
2,342
+103
237
$111K 0.03%
1,867
+344
238
$111K 0.03%
289
+22
239
$111K 0.03%
3,309
+38
240
$109K 0.03%
2,646
+31
241
$108K 0.03%
4,475
+46
242
$108K 0.03%
766
+51
243
$107K 0.03%
18,100
244
$106K 0.03%
1,876
+394
245
$106K 0.03%
411
-42
246
$105K 0.03%
1,841
247
$104K 0.03%
2,433
-1,135
248
$104K 0.03%
2,041
249
$103K 0.03%
5,200
250
$103K 0.03%
468
+28
8 9
10
11 12