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
251
$92.6K 0.04%
3,750
252
$91.5K 0.03%
1,788
253
$90.9K 0.03%
2,741
254
$90.5K 0.03%
1,331
255
$90.4K 0.03%
592
256
$89.8K 0.03%
334
257
$89.5K 0.03%
5,000
258
$89.3K 0.03%
419
+1
259
$89.1K 0.03%
1,238
+13
260
$88.8K 0.03%
5,200
261
$88.5K 0.03%
5,000
262
$87.4K 0.03%
1,079
+377
263
$86.8K 0.03%
4,084
264
$85.9K 0.03%
3,222
-302
265
$84.3K 0.03%
997
+56
266
$84.1K 0.03%
2,594
-511
267
$83.3K 0.03%
4,332
+47
268
$82.7K 0.03%
662
-414
269
$79.4K 0.03%
703
+230
270
$77.5K 0.03%
43,800
+10,000
271
$76.4K 0.03%
1,426
272
$76.3K 0.03%
680
273
$75.1K 0.03%
1,002
-187
274
$75K 0.03%
1,691
-70
275
$74.7K 0.03%
13,785
9 10
11
12 13