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
351
$38K 0.01%
1,385
352
$37.9K 0.01%
343
+52
353
$37.5K 0.01%
305
-4
354
$37.4K 0.01%
349
355
$36.9K 0.01%
529
-45
356
$36.5K 0.01%
82
+51
357
$36.4K 0.01%
3,305
+43
358
$36.3K 0.01%
1,000
359
$36.1K 0.01%
1,500
360
$35.9K 0.01%
135
+65
361
$35.9K 0.01%
157
362
$35.5K 0.01%
1,400
363
$35.1K 0.01%
1,203
-171
364
$34.8K 0.01%
128
365
$34.6K 0.01%
202
366
$34.6K 0.01%
1,400
367
$34.6K 0.01%
389
368
$34.2K 0.01%
2,430
369
$34.2K 0.01%
895
-285
370
$34.1K 0.01%
8,729
371
$34K 0.01%
637
-60
372
$32K 0.01%
1,211
373
$31.3K 0.01%
41,600
374
$30.9K 0.01%
502
-80
375
$30.8K 0.01%
500
13 14
15
16 17