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
326
$46.2K 0.02%
656
-22
327
$45.9K 0.02%
850
+65
328
$45.6K 0.02%
1,178
329
$45.4K 0.02%
300
330
$44.9K 0.02%
12,000
331
$44.8K 0.02%
300
332
$44.4K 0.02%
10,500
333
$44.2K 0.02%
506
334
$44.1K 0.02%
1,385
335
$43.6K 0.02%
826
336
$43.2K 0.02%
628
337
$43.1K 0.02%
374
338
$42.1K 0.02%
381
+61
339
$42.1K 0.02%
121
340
$41.9K 0.02%
839
+3
341
$41.4K 0.02%
500
342
$41.1K 0.02%
822
343
$40.9K 0.02%
3,764
+24
344
$40.7K 0.02%
384
345
$40.6K 0.02%
600
346
$40.3K 0.02%
200
347
$40.1K 0.02%
104
+6
348
$40K 0.02%
1,593
+505
349
$39.5K 0.02%
431
-161
350
$38.7K 0.01%
1,143
-14
12 13
14
15 16