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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$28.5K 0.01%
+365
402
$28.1K 0.01%
+2,000
403
$28K 0.01%
+1,900
404
$28K 0.01%
6,300
-5,500
405
$27.4K 0.01%
+704
406
$27.2K 0.01%
+415
407
$27K 0.01%
+970
408
$26.8K 0.01%
+345
409
$26.7K 0.01%
+196
410
$26.2K 0.01%
+50
411
$26K 0.01%
+201
412
$26K 0.01%
+331
413
$25.9K 0.01%
+283
414
$25.9K 0.01%
+95
415
$25.7K 0.01%
+320
416
$25.4K 0.01%
+8,175
417
$25.4K 0.01%
+110
418
$25.1K 0.01%
+325
419
$25K 0.01%
+64
420
$24.8K 0.01%
+583
421
$24.5K 0.01%
+712
422
$24.5K 0.01%
+305
423
$24.5K 0.01%
+567
424
$23.4K 0.01%
+224
425
$23.3K 0.01%
+157
15 16
17
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