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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$81.7K 0.03%
13,785
277
$80.1K 0.02%
+1,836
278
$79.9K 0.02%
2,541
-14,550
279
$79.6K 0.02%
+369
280
$78.4K 0.02%
+3,407
281
$77.8K 0.02%
+1,795
282
$77.7K 0.02%
+870
283
$77.3K 0.02%
+1,129
284
$77.1K 0.02%
+477
285
$76.8K 0.02%
+2,978
286
$75.4K 0.02%
+374
287
$74.9K 0.02%
2,980
-69,834
288
$74.6K 0.02%
+1,489
289
$73.8K 0.02%
+76
290
$73.2K 0.02%
+2,772
291
$71.4K 0.02%
+500
292
$68.1K 0.02%
+2,034
293
$67.7K 0.02%
+201
294
$67.6K 0.02%
+261
295
$67.5K 0.02%
+774
296
$67.3K 0.02%
+4,163
297
$67.3K 0.02%
+747
298
$66.7K 0.02%
+1,039
299
$66.6K 0.02%
+230
300
$66.4K 0.02%
+2,804
10 11
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