WWP
WR Wealth Planners Portfolio holdings
AUM $311M
AUM
$311M
AUM Growth
-$48.5M (-13%)
Cap. Flow
-$43.7M
Cap. Flow % of AUM
-14.06%
Top 10 Holdings %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
| 1 | Technology | 9.78% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $32.2K | 0.01% | 642 | – | – | |||
| $32K | 0.01% | 982 +127 | +15% | +$4.14K | |||
| $32K | 0.01% | 440 +40 | +10% | +$2.91K | |||
| $31.9K | 0.01% | 406 +132 | +48% | +$10.4K | |||
| $31.8K | 0.01% | 1,264 -1,314 | -51% | -$33.1K | |||
| $31.8K | 0.01% | 70 +3 | +4% | +$1.36K | |||
| $31.5K | 0.01% | 612 -12 | -2% | -$618 | |||
| $31.5K | 0.01% | 873 +19 | +2% | +$685 | |||
| $31.4K | 0.01% | 415 | – | – | |||
| $31.3K | 0.01% | 108 +31 | +40% | +$8.99K | |||
| $31.1K | 0.01% | 50 | – | – | |||
| $30.8K | 0.01% | 65 -18 | -22% | -$8.52K | |||
| $30.4K | 0.01% | 1,084 | New | +$30.4K | |||
| $30.1K | 0.01% | 351 -97 | -22% | -$8.32K | |||
| $29.9K | 0.01% | 1,121 +31 | +3% | +$826 | |||
| $29.7K | 0.01% | 2,000 | – | – | |||
| $29.7K | 0.01% | 3,000 +2,000 | +200% | +$19.8K | |||
| $29.6K | 0.01% | 130 -37 | -22% | -$8.44K | |||
| $29.6K | 0.01% | 547 +5 | +0.9% | +$271 | |||
| $29.5K | 0.01% | 271 +30 | +12% | +$3.27K | |||
| $29.4K | 0.01% | 1,133 -1,524 | -57% | -$39.6K | |||
| $29.4K | 0.01% | 267 | – | – | |||
| $29K | 0.01% | 192 +36 | +23% | +$5.45K | |||
| $28.8K | 0.01% | 1,038 -200 | -16% | -$5.55K | |||
| $28.8K | 0.01% | 323 -333 | -51% | -$29.7K |
