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
351
$39.8K 0.01%
1,179
+19
352
$39.8K 0.01%
800
353
$39.6K 0.01%
314
+34
354
$39.5K 0.01%
61
-8
355
$39.4K 0.01%
370
+20
356
$39.1K 0.01%
457
357
$39.1K 0.01%
179
+5
358
$38.7K 0.01%
3,923
+2,323
359
$38.4K 0.01%
2,150
-1,000
360
$37.8K 0.01%
300
361
$37.7K 0.01%
68
+5
362
$37.7K 0.01%
1,898
-130
363
$37.7K 0.01%
213
+6
364
$37.5K 0.01%
695
+15
365
$37.5K 0.01%
237
-37
366
$36.9K 0.01%
1,211
367
$36.8K 0.01%
1,550
-722
368
$35.4K 0.01%
45
+3
369
$35.2K 0.01%
1,238
-52
370
$35.2K 0.01%
556
+4
371
$35.1K 0.01%
1,500
372
$35.1K 0.01%
72
-16
373
$34.1K 0.01%
1,823
-390
374
$34.1K 0.01%
418
+98
375
$33.8K 0.01%
716
+326
13 14
15
16 17