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
301
$57.2K 0.02%
592
-38
302
$57K 0.02%
538
+32
303
$56.9K 0.02%
702
+272
304
$56.8K 0.02%
1,275
+878
305
$55.5K 0.02%
224
306
$55K 0.02%
970
+602
307
$54.5K 0.02%
182
+41
308
$53.9K 0.02%
700
+200
309
$53.8K 0.02%
1,180
+36
310
$52.2K 0.02%
2,500
311
$52K 0.02%
300
-12
312
$51.9K 0.02%
1,217
+667
313
$50.6K 0.02%
532
-197
314
$50.2K 0.02%
900
315
$50K 0.02%
836
+3
316
$49.9K 0.02%
12,000
317
$49.6K 0.02%
508
+362
318
$49.5K 0.02%
872
+30
319
$48.5K 0.02%
1,471
+315
320
$48.5K 0.02%
678
-42
321
$48.3K 0.02%
506
322
$48.1K 0.02%
219
323
$48.1K 0.02%
10,500
324
$47.9K 0.02%
1,500
325
$46.9K 0.02%
3,740
-414
11 12
13
14 15