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
376
$30.8K 0.01%
481
377
$30.3K 0.01%
1,288
-94
378
$30.1K 0.01%
215
379
$29.8K 0.01%
414
380
$29.6K 0.01%
68
381
$29.3K 0.01%
2,010
382
$29.3K 0.01%
713
-52
383
$29.3K 0.01%
3,000
384
$29.2K 0.01%
380
385
$29.1K 0.01%
107
386
$28.8K 0.01%
292
387
$28.6K 0.01%
1,649
388
$28K 0.01%
357
389
$27.9K 0.01%
5,200
390
$27.8K 0.01%
1,027
+13
391
$27.6K 0.01%
1,125
392
$27.3K 0.01%
334
+1
393
$27.3K 0.01%
567
-305
394
$26.3K 0.01%
2,115
-236
395
$26.1K 0.01%
1,343
396
$25.8K 0.01%
103
+1
397
$25.8K 0.01%
228
398
$25.6K 0.01%
116
399
$25.5K 0.01%
273
-810
400
$25K 0.01%
8,175
14 15
16
17 18