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
376
$36.2K 0.01%
2,213
-11,152
377
$35.8K 0.01%
+1,211
378
$35.6K 0.01%
+680
379
$34.1K 0.01%
+2,566
380
$34K 0.01%
350
-11,520
381
$33.9K 0.01%
+999
382
$32.9K 0.01%
+3,773
383
$32.8K 0.01%
+2,000
384
$32.4K 0.01%
+627
385
$32.2K 0.01%
+234
386
$32.1K 0.01%
+1,194
387
$32K 0.01%
+42
388
$32K 0.01%
+2,866
389
$31.6K 0.01%
+292
390
$31.4K 0.01%
+617
391
$31.4K 0.01%
+310
392
$31.4K 0.01%
+6,529
393
$31.4K 0.01%
+94
394
$30.9K 0.01%
+854
395
$30K 0.01%
+637
396
$29.9K 0.01%
+183
397
$29.8K 0.01%
+600
398
$29.6K 0.01%
+1,015
399
$29.1K 0.01%
+174
400
$28.8K 0.01%
+1,385
14 15
16
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