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
401
$24.7K 0.01%
1,230
-2
402
$24.5K 0.01%
216
+214
403
$24.5K 0.01%
568
404
$24.4K 0.01%
800
405
$24.2K 0.01%
355
+110
406
$24.2K 0.01%
166
407
$23.9K 0.01%
600
408
$23.8K 0.01%
3,000
409
$23.5K 0.01%
500
410
$23.4K 0.01%
1,000
411
$22.7K 0.01%
225
+72
412
$22.7K 0.01%
300
413
$22.6K 0.01%
1,900
414
$22.6K 0.01%
554
415
$22.5K 0.01%
+228
416
$22.3K 0.01%
2,390
+71
417
$22.3K 0.01%
150
418
$22.2K 0.01%
315
+153
419
$22.1K 0.01%
50
420
$22.1K 0.01%
539
-14
421
$21.6K 0.01%
227
422
$21.1K 0.01%
+400
423
$20.8K 0.01%
+275
424
$20.6K 0.01%
105
+91
425
$20.6K 0.01%
2,600