WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

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
$24.5K 0.01%
216
+214
402
$24.5K 0.01%
568
403
$24.4K 0.01%
800
404
$24.2K 0.01%
355
+110
405
$24.2K 0.01%
166
406
$23.9K 0.01%
600
407
$23.8K 0.01%
3,000
408
$23.5K 0.01%
500
409
$23.4K 0.01%
1,000
410
$22.7K 0.01%
225
+72
411
$22.7K 0.01%
300
412
$22.6K 0.01%
1,900
413
$22.6K 0.01%
554
414
$22.5K 0.01%
+228
415
$22.3K 0.01%
2,390
+71
416
$22.3K 0.01%
150
417
$22.2K 0.01%
315
+153
418
$22.1K 0.01%
50
419
$22.1K 0.01%
1,078
-28
420
$21.6K 0.01%
227
421
$21.1K 0.01%
+400
422
$20.8K 0.01%
+275
423
$20.6K 0.01%
105
+91
424
$20.6K 0.01%
2,600
425
$20.6K 0.01%
403
-2,371
15 16
17
18 19