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
276
$73.6K 0.03%
+2,895
277
$73.3K 0.03%
360
-6
278
$72.3K 0.03%
2,834
279
$72.3K 0.03%
1,719
-5
280
$72.2K 0.03%
1,226
281
$71.3K 0.03%
303
+48
282
$71.3K 0.03%
103
283
$70.6K 0.03%
2,000
284
$70.6K 0.03%
1,780
-140
285
$70.1K 0.03%
245
-7
286
$70K 0.03%
990
287
$70K 0.03%
85
288
$69.1K 0.03%
1,186
+668
289
$67K 0.03%
810
-120
290
$66.6K 0.03%
4,600
291
$66.1K 0.03%
900
292
$65.2K 0.02%
1,291
293
$64.1K 0.02%
2,772
294
$61.3K 0.02%
693
295
$61.1K 0.02%
1,505
+25
296
$60.6K 0.02%
252
+33
297
$59.6K 0.02%
1,471
298
$59.5K 0.02%
92
-32
299
$59.3K 0.02%
224
300
$59K 0.02%
1,439
-16
10 11
12
13 14