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 | |
|---|---|---|---|---|---|---|---|
| $28.8K | 0.01% | 167 +128 | +328% | +$22K | |||
| $28.6K | 0.01% | 263 -1,053 | -80% | -$115K | |||
| $28.5K | 0.01% | 1,228 +77 | +7% | +$1.79K | |||
| $28.4K | 0.01% | 115 -64 | -36% | -$15.8K | |||
| $28.3K | 0.01% | 1,530 +781 | +104% | +$14.5K | |||
| $28.2K | 0.01% | 700 -640 | -48% | -$25.8K | |||
| $28.2K | 0.01% | 197 -6 | -3% | -$858 | |||
| $27.8K | 0.01% | 241 +20 | +9% | +$2.31K | |||
| $27.6K | 0.01% | 456 +71 | +18% | +$4.3K | |||
| $27.5K | 0.01% | 738 +71 | +11% | +$2.64K | |||
| $27.4K | 0.01% | 1,008 -152 | -13% | -$4.13K | |||
| $27.2K | 0.01% | 991 +33 | +3% | +$904 | |||
| $27.1K | 0.01% | 105 +3 | +3% | +$774 | |||
| $26.9K | 0.01% | 313 +112 | +56% | +$9.64K | |||
| $26.7K | 0.01% | 192 | – | – | |||
| $26.6K | 0.01% | 712 | – | – | |||
| $26.4K | 0.01% | 210 -30 | -13% | -$3.78K | |||
| $26.4K | 0.01% | 123 +97 | +373% | +$20.8K | |||
| $26.1K | 0.01% | 304 +19 | +7% | +$1.63K | |||
| $26.1K | 0.01% | 41 +6 | +17% | +$3.82K | |||
| $26K | 0.01% | 238 +72 | +43% | +$7.88K | |||
| $25.7K | 0.01% | 763 +3 | +0.4% | +$101 | |||
| $25.4K | 0.01% | 200 -75 | -27% | -$9.54K | |||
| $25.3K | 0.01% | 228 -90 | -28% | -$9.97K | |||
| $25.2K | 0.01% | 136 +30 | +28% | +$5.56K |
