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
351
$38.2K 0.01%
582
-155
352
$37.5K 0.01%
128
353
$37.1K 0.01%
98
+69
354
$36.9K 0.01%
481
+35
355
$36.8K 0.01%
3,262
+14
356
$36.7K 0.01%
1,014
357
$36.6K 0.01%
648
+1
358
$36.4K 0.01%
113
+50
359
$36K 0.01%
202
360
$35.7K 0.01%
1,374
-1,808
361
$35.6K 0.01%
1,000
362
$35.6K 0.01%
2,010
363
$35.6K 0.01%
2,351
+132
364
$35.5K 0.01%
8,175
365
$35.4K 0.01%
+1,400
366
$35.3K 0.01%
320
+46
367
$35.2K 0.01%
765
-20
368
$35K 0.01%
300
369
$34.5K 0.01%
+1,400
370
$33.6K 0.01%
200
371
$33.2K 0.01%
893
-5
372
$33K 0.01%
389
-1,424
373
$32.7K 0.01%
1,211
374
$32.7K 0.01%
1,382
-356
375
$32.5K 0.01%
349
-1,514
13 14
15
16 17