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
276
$78.6K 0.02%
1,081
-96
277
$77.7K 0.02%
76
278
$76K 0.02%
1,049
279
$75.1K 0.02%
166
+10
280
$74.8K 0.02%
431
+57
281
$74.1K 0.02%
1,739
-342
282
$73.6K 0.02%
2,920
+620
283
$73.3K 0.02%
201
284
$73K 0.02%
2,075
+41
285
$72.9K 0.02%
751
+4
286
$72.6K 0.02%
990
287
$72.5K 0.02%
490
-23
288
$72.3K 0.02%
745
-1,366
289
$71.6K 0.02%
3,600
290
$70.6K 0.02%
1,272
+1,201
291
$70.2K 0.02%
972
-9
292
$70.1K 0.02%
891
+117
293
$70K 0.02%
2,633
294
$69.5K 0.02%
77
-23
295
$69K 0.02%
1,039
296
$68.8K 0.02%
500
297
$67.3K 0.02%
4,401
+238
298
$65.9K 0.02%
488
+11
299
$64.3K 0.02%
252
-9
300
$63.1K 0.02%
2,318
-662
10 11
12
13 14