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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
351
$44.8K 0.01%
+475
352
$44.6K 0.01%
+300
353
$44.5K 0.01%
+1,509
354
$44.5K 0.01%
592
-7,027
355
$43K 0.01%
+1,200
356
$42.5K 0.01%
12,000
357
$41.8K 0.01%
+407
358
$41.5K 0.01%
14,521
-54,364
359
$41K 0.01%
+435
360
$40.7K 0.01%
+329
361
$40.6K 0.01%
+989
362
$40.4K 0.01%
+207
363
$40.3K 0.01%
+365
364
$39.5K 0.01%
+163
365
$39.2K 0.01%
+2,430
366
$39.2K 0.01%
+1,524
367
$38.6K 0.01%
+552
368
$38.6K 0.01%
+280
369
$38.2K 0.01%
+1,290
370
$38.2K 0.01%
+800
371
$37.7K 0.01%
+242
372
$37.3K 0.01%
+457
373
$37.2K 0.01%
+2,028
374
$37.1K 0.01%
+174
375
$36.7K 0.01%
+63
13 14
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