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
251
$92.4K 0.04%
2,741
+2,136
252
$91.8K 0.04%
5,000
253
$91.6K 0.04%
1,189
-34
254
$91.3K 0.04%
1,083
+315
255
$90.9K 0.04%
928
+117
256
$89.8K 0.03%
3,200
257
$89.7K 0.03%
2,868
+85
258
$89.2K 0.03%
4,084
+84
259
$86.1K 0.03%
4,285
+55
260
$85.7K 0.03%
124
+64
261
$84.7K 0.03%
1,920
+74
262
$84K 0.03%
1,331
+202
263
$84K 0.03%
418
+64
264
$83.4K 0.03%
680
+2
265
$82.9K 0.03%
990
266
$82.3K 0.03%
863
+23
267
$81.2K 0.03%
103
-1
268
$80.4K 0.03%
930
+230
269
$80.2K 0.03%
1,226
+502
270
$78.9K 0.03%
+1,426
271
$78.1K 0.03%
1,724
+23
272
$76.1K 0.03%
360
+106
273
$74.9K 0.03%
366
+59
274
$74.2K 0.03%
334
+60
275
$73.9K 0.03%
1,449
9 10
11
12 13