WWP

WR Wealth Planners Portfolio holdings

AUM $311M
AUM
$311M
AUM Growth
-$48.5M
Cap. Flow
-$43.7M
Cap. Flow %
-14.06%
Top 10 Hldgs %
50.42%
Holding
1,211
New
66
Increased
323
Reduced
358
Closed
104

Top Buys

1
$1.18M
2
$1.04M
3
$981K
4
$720K
5
$707K

Top Sells

1
$5.51M
2
$4.37M
3
$2.85M
4
$2.74M
5
$2.7M

Sector Composition

1Technology9.78%
2Financials4.85%
3Consumer Discretionary4.43%
4Industrials4.37%
5Healthcare3.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$37.4K0.01%620
+57
+10%
+$3.44K
$37.2K0.01%1,500 ––
$37K0.01%405
+308
+318%
+$28.2K
$36.8K0.01%226
-448
-66%
-$72.9K
$36.7K0.01%206
+39
+23%
+$6.95K
$36.7K0.01%2,150 ––
$36.5K0.01%2,837
+1,369
+93%
+$17.6K
$36.5K0.01%682
+3
+0.4%
+$160
$36K0.01%280
-1,129
-80%
-$145K
$36K0.01%69
-2
-3%
-$1.04K
$35.8K0.01%147
-116
-44%
-$28.2K
$35.8K0.01%141
+15
+12%
+$3.8K
$35.6K0.01%705
+143
+25%
+$7.22K
$35.4K0.01%8,000 ––
$35.4K0.01%432
-305
-41%
-$25K
$35.2K0.01%124
+21
+20%
+$5.96K
$34.7K0.01%3,283
-87
-3%
-$920
$34.5K0.01%395
+3
+0.8%
+$262
$34.5K0.01%328
-10
-3%
-$1.05K
$34.2K0.01%1,017
+1
+0.1%
+$34
$33.8K0.01%436
+4
+0.9%
+$310
$33.4K0.01%753
-758
-50%
-$33.6K
$32.6K0.01%369
+294
+392%
+$26K
$32.4K0.01%231
-10
-4%
-$1.4K
$32.3K0.01%135
+4
+3%
+$958
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