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
301
$59K 0.02%
500
302
$59K 0.02%
870
303
$58.7K 0.02%
1,436
+219
304
$57.9K 0.02%
11,800
305
$55.8K 0.02%
4,033
+3,000
306
$55.7K 0.02%
675
-44
307
$54.9K 0.02%
533
308
$54.6K 0.02%
+1,039
309
$54.4K 0.02%
1,275
310
$52.5K 0.02%
1,315
-248
311
$52.4K 0.02%
955
-15
312
$52K 0.02%
731
+31
313
$51.6K 0.02%
182
314
$50.9K 0.02%
2,500
315
$50K 0.02%
240
-142
316
$49.5K 0.02%
2,100
-360
317
$48.8K 0.02%
504
-4
318
$48.3K 0.02%
3,150
319
$47.9K 0.02%
378
320
$47.7K 0.02%
647
+45
321
$47.3K 0.02%
1,449
322
$46.9K 0.02%
526
-6
323
$46.7K 0.02%
1,714
324
$46.6K 0.02%
92
-37
325
$46.2K 0.02%
228
-132
11 12
13
14 15