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
326
$52.6K 0.02%
541
+106
327
$52.5K 0.02%
262
+3
328
$52.3K 0.02%
189
+16
329
$52.2K 0.02%
822
330
$51.9K 0.02%
743
+8
331
$50.9K 0.02%
1,340
332
$50.6K 0.02%
+551
333
$50.4K 0.02%
643
+17
334
$49.9K 0.02%
1,285
-723
335
$49.4K 0.02%
1,130
-303
336
$48.1K 0.01%
544
-62
337
$47.8K 0.01%
380
+26
338
$47.3K 0.01%
220
339
$46.3K 0.01%
1,183
-612
340
$46.1K 0.01%
432
-11
341
$45.5K 0.01%
2,430
342
$45.3K 0.01%
1,275
+1,234
343
$44.5K 0.01%
8,500
344
$43.4K 0.01%
+1,225
345
$42.9K 0.01%
631
+10
346
$42.6K 0.01%
387
+77
347
$42.5K 0.01%
11,250
-750
348
$42.4K 0.01%
1,101
349
$41.4K 0.01%
851
+214
350
$40.6K 0.01%
445
-30
12 13
14
15 16