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
251
$103K 0.03%
329
-265
252
$102K 0.03%
328
-25
253
$102K 0.03%
1,890
+57
254
$100K 0.03%
15,740
+1,955
255
$96.7K 0.03%
92
+1
256
$95.8K 0.03%
643
-72
257
$94.2K 0.03%
62,800
+23,000
258
$92.9K 0.03%
1,232
-73
259
$88.8K 0.03%
3,507
+100
260
$88.1K 0.03%
1,458
+9
261
$88.1K 0.03%
380
+11
262
$87.5K 0.03%
1,136
+7
263
$86.7K 0.03%
772
-34
264
$86.7K 0.03%
1,493
+618
265
$86K 0.03%
1,888
+52
266
$84.8K 0.03%
2,781
+97
267
$84K 0.03%
1,224
+84
268
$83.1K 0.03%
702
-201
269
$82.2K 0.03%
870
270
$80.9K 0.02%
339
-10
271
$80.8K 0.02%
1,024
+5
272
$80.5K 0.02%
765
+251
273
$79.9K 0.02%
2,772
274
$79.3K 0.02%
1,649
275
$79.3K 0.02%
1,668
-478
9 10
11
12 13