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
276
$73.8K 0.03%
2,834
+560
277
$73.7K 0.03%
33,800
+5,000
278
$73.6K 0.03%
382
+77
279
$73.2K 0.03%
1,761
+1,325
280
$72.2K 0.03%
2,971
281
$70.7K 0.03%
252
-8
282
$67.4K 0.03%
129
+61
283
$67.1K 0.03%
4,600
-200
284
$65.9K 0.03%
1,291
285
$65.5K 0.03%
13,785
+4,595
286
$65.4K 0.03%
1,480
+80
287
$64.6K 0.03%
1,563
-344
288
$64.3K 0.02%
851
+801
289
$64K 0.02%
2,772
290
$63.2K 0.02%
2,000
291
$62.3K 0.02%
255
+149
292
$62.2K 0.02%
719
-68
293
$61.4K 0.02%
870
294
$61.1K 0.02%
85
295
$60.3K 0.02%
1,455
-692
296
$60.1K 0.02%
693
297
$59.7K 0.02%
473
+276
298
$59.6K 0.02%
2,460
+2,394
299
$58.9K 0.02%
500
300
$58.3K 0.02%
533
+337
10 11
12
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