WWP
WR Wealth Planners Portfolio holdings
AUM $311M
AUM
$311M
AUM Growth
-$48.5M (-13%)
Cap. Flow
-$43.7M
Cap. Flow % of AUM
-14.06%
Top 10 Holdings %Top 10 Hldgs %
50.42%
Holding
1,211
New
66
Increased
323
Reduced
358
Closed
104
Top Buys
| 1 | $1.18M | |
| 2 | $1.04M | |
| 3 | $981K | |
| 4 | $720K | |
| 5 | $707K |
Top Sells
| 1 | $5.51M | |
| 2 | $4.37M | |
| 3 | $2.85M | |
| 4 | $2.74M | |
| 5 | $2.7M |
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $58.5K | 0.02% | 243 +16 | +7% | +$3.85K | |||
| $56.6K | 0.02% | 8,304 -7,436 | -47% | -$50.7K | |||
| $56.2K | 0.02% | 704 +32 | +5% | +$2.56K | |||
| $56.1K | 0.02% | 1,107 | – | – | |||
| $56.1K | 0.02% | 1,100 | – | – | |||
| $55.9K | 0.02% | 1,209 +21 | +2% | +$971 | |||
| $55.7K | 0.02% | 653 +282 | +76% | +$24.1K | |||
| $55.2K | 0.02% | 500 -275 | -35% | -$30.4K | |||
| $55.2K | 0.02% | 522 -264 | -34% | -$27.9K | |||
| $54.4K | 0.02% | 596 -210 | -26% | -$19.2K | |||
| $54.4K | 0.02% | 561 | – | – | |||
| $54K | 0.02% | 402 | – | – | |||
| $53.4K | 0.02% | 1,278 | – | – | |||
| $53.4K | 0.02% | 190 +7 | +4% | +$1.97K | |||
| $53.3K | 0.02% | 99 -25 | -20% | -$13.5K | |||
| $52.9K | 0.02% | 500 | – | – | |||
| $52.7K | 0.02% | 10,500 | – | – | |||
| $52.3K | 0.02% | 1,189 -7,477 | -86% | -$329K | |||
| $51.9K | 0.02% | 1,085 -5,188 | -83% | -$248K | |||
| $51.6K | 0.02% | 410 -78 | -16% | -$9.81K | |||
| $51.6K | 0.02% | 1,374 -87 | -6% | -$3.27K | |||
| $50.8K | 0.02% | 204 -376 | -65% | -$93.6K | |||
| $50.6K | 0.02% | 658 +5 | +0.8% | +$384 | |||
| $50.5K | 0.02% | 1,055 +451 | +75% | +$21.6K | |||
| $49.9K | 0.02% | 473 -979 | -67% | -$103K |
