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
376
$32.3K 0.01%
292
377
$31.8K 0.01%
380
+304
378
$31.5K 0.01%
200
+107
379
$31.4K 0.01%
414
+3
380
$30.7K 0.01%
2,000
381
$30.5K 0.01%
549
-145
382
$30.2K 0.01%
68
+33
383
$29.9K 0.01%
215
+70
384
$29.6K 0.01%
357
+282
385
$29.1K 0.01%
663
-118
386
$28.7K 0.01%
672
387
$28.6K 0.01%
1,649
388
$28.5K 0.01%
94
+42
389
$28.5K 0.01%
333
+64
390
$28K 0.01%
500
391
$27.9K 0.01%
1,088
+650
392
$27.7K 0.01%
+1,125
393
$27.2K 0.01%
5,200
394
$26.9K 0.01%
161
-9
395
$26.1K 0.01%
107
396
$25.6K 0.01%
1,485
+79
397
$25.4K 0.01%
518
+230
398
$25.2K 0.01%
1,343
+21
399
$25.2K 0.01%
102
400
$25K 0.01%
116
-490
14 15
16
17 18