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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

Sector Composition

1 Technology 9.03%
2 Industrials 4.42%
3 Financials 3.94%
4 Healthcare 3.89%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$24.9K 0.01%
166
402
$24.8K 0.01%
672
403
$24.6K 0.01%
76
-37
404
$24.1K 0.01%
800
405
$23.5K 0.01%
2,000
406
$23.2K 0.01%
691
-202
407
$23.1K 0.01%
94
408
$23.1K 0.01%
161
409
$22.9K 0.01%
1,055
+200
410
$22.9K 0.01%
1,380
-105
411
$22.8K 0.01%
1,230
412
$22.7K 0.01%
2,449
+59
413
$22.4K 0.01%
500
414
$21.9K 0.01%
600
415
$21.7K 0.01%
300
416
$21.5K 0.01%
1,900
417
$21.3K 0.01%
400
418
$20.9K 0.01%
554
419
$20.7K 0.01%
50
420
$20.5K 0.01%
539
-10
421
$20.2K 0.01%
500
-68
422
$20.1K 0.01%
184
423
$20.1K 0.01%
150
424
$20K 0.01%
367
+212
425
$19.8K 0.01%
2,000
15 16
17
18 19