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
301
$62.9K 0.02%
316
+34
302
$62.5K 0.02%
107
+13
303
$61.6K 0.02%
+1,165
304
$61.1K 0.02%
2,373
+849
305
$61K 0.02%
1,389
-100
306
$60.3K 0.02%
1,156
+69
307
$60.2K 0.02%
737
-3
308
$60.1K 0.02%
1,663
+1
309
$59.9K 0.02%
500
310
$59.7K 0.02%
1,195
+157
311
$59.5K 0.02%
127
+4
312
$57.1K 0.02%
693
313
$57K 0.02%
980
314
$56.7K 0.02%
191
-18
315
$56.2K 0.02%
+1,100
316
$56.2K 0.02%
433
+104
317
$55K 0.02%
464
-4
318
$54.8K 0.02%
183
-47
319
$54.4K 0.02%
439
+84
320
$54K 0.02%
3,422
+35
321
$53.9K 0.02%
238
-286
322
$53.8K 0.02%
1,888
-653
323
$53.1K 0.02%
2,282
-522
324
$52.9K 0.02%
137
+2
325
$52.9K 0.02%
399
-277
11 12
13
14 15