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
326
$52.1K 0.02%
+735
327
$51.7K 0.02%
+514
328
$51.5K 0.02%
+1,340
329
$51.4K 0.02%
+123
330
$51.2K 0.02%
+8,500
331
$51K 0.02%
+173
332
$50.5K 0.02%
+94
333
$49.8K 0.02%
+69
334
$49.7K 0.02%
+822
335
$49.6K 0.02%
+1,500
336
$48.9K 0.02%
2,737
-32,527
337
$48.8K 0.02%
+397
338
$47.9K 0.01%
+135
339
$47.9K 0.01%
+259
340
$47.7K 0.01%
+282
341
$47.7K 0.01%
+500
342
$47.6K 0.01%
+443
343
$47.5K 0.01%
88
-324
344
$47.2K 0.01%
+1,101
345
$46.7K 0.01%
+355
346
$45.7K 0.01%
+1,160
347
$45.6K 0.01%
+384
348
$45.5K 0.01%
+621
349
$45.3K 0.01%
+220
350
$45.3K 0.01%
+354
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