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
376
$33.6K 0.01%
191
+8
377
$33.4K 0.01%
302
-63
378
$32.9K 0.01%
123
+43
379
$32.5K 0.01%
650
+33
380
$32.2K 0.01%
600
381
$32K 0.01%
624
-3
382
$31.8K 0.01%
454
-138
383
$31.5K 0.01%
1,029
-480
384
$31.4K 0.01%
969
-30
385
$31.1K 0.01%
607
+261
386
$31.1K 0.01%
292
387
$31K 0.01%
468
+137
388
$31K 0.01%
14,431
-90
389
$30.7K 0.01%
1,801
-936
390
$30.3K 0.01%
220
-130
391
$29.8K 0.01%
125
+15
392
$29.7K 0.01%
849
+243
393
$29.7K 0.01%
400
+35
394
$29.6K 0.01%
2,000
395
$29.4K 0.01%
405
+344
396
$29.3K 0.01%
2,335
-231
397
$29.1K 0.01%
1,015
398
$28.8K 0.01%
50
399
$28.3K 0.01%
415
400
$28K 0.01%
176
-278
14 15
16
17 18