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
301
$65.8K 0.02%
+981
302
$65.2K 0.02%
+156
303
$63.6K 0.02%
+1,049
304
$63.5K 0.02%
+454
305
$62.6K 0.02%
+1,662
306
$60.5K 0.02%
+693
307
$60.5K 0.02%
+740
308
$60.1K 0.02%
+209
309
$59.9K 0.02%
+2,633
310
$59.9K 0.02%
+1,433
311
$59.7K 0.02%
+350
312
$59.3K 0.02%
+1,038
313
$58.6K 0.02%
875
-2,463
314
$57.4K 0.02%
980
-40,541
315
$57K 0.02%
+1,087
316
$56.6K 0.02%
+468
317
$55.9K 0.02%
+2,272
318
$55.3K 0.02%
+3,150
319
$54.3K 0.02%
+606
320
$54.3K 0.02%
+3,600
321
$54.2K 0.02%
+274
322
$54K 0.02%
+626
323
$53.3K 0.02%
39,800
324
$53.3K 0.02%
+2,300
325
$52.2K 0.02%
+3,387
11 12
13
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