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
326
$46.7K 0.02%
1,385
+135
327
$46.6K 0.02%
628
+531
328
$45.7K 0.02%
1,714
329
$45.3K 0.02%
1,385
330
$45.2K 0.02%
602
+33
331
$45K 0.02%
8,729
-3,584
332
$44.7K 0.02%
826
+285
333
$44.7K 0.02%
384
-192
334
$44.4K 0.02%
3,150
335
$44.3K 0.02%
2,430
336
$44K 0.02%
785
+180
337
$43.3K 0.02%
378
+70
338
$42.6K 0.02%
121
+75
339
$41.8K 0.02%
374
-1
340
$41.7K 0.02%
86
341
$41.6K 0.02%
1,178
+2
342
$41.5K 0.02%
822
343
$41.2K 0.02%
1,157
-449
344
$40.4K 0.02%
309
-108
345
$39.7K 0.02%
574
-1,340
346
$39.2K 0.02%
600
347
$38.5K 0.01%
157
+129
348
$38.5K 0.01%
500
349
$38.3K 0.01%
697
-215
350
$38.3K 0.01%
291
-710
12 13
14
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