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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27.9K 0.01%
667
+19
402
$27.8K 0.01%
184
+10
403
$27.6K 0.01%
1,036
+66
404
$27.6K 0.01%
1,052
-142
405
$27.3K 0.01%
305
406
$27K 0.01%
426
+147
407
$26.4K 0.01%
261
-22
408
$26.3K 0.01%
222
-175
409
$26.1K 0.01%
3,512
-261
410
$25.5K 0.01%
123
+67
411
$25.5K 0.01%
232
+82
412
$25.5K 0.01%
1,000
413
$25.2K 0.01%
712
414
$25.1K 0.01%
160
+48
415
$24.8K 0.01%
+708
416
$24.6K 0.01%
583
417
$24.5K 0.01%
82
+18
418
$24.2K 0.01%
+650
419
$24K 0.01%
285
+184
420
$23.8K 0.01%
230
+6
421
$23.6K 0.01%
+1,170
422
$23.2K 0.01%
4,789
-1,740
423
$23.1K 0.01%
299
-46
424
$23K 0.01%
542
-162
425
$22.7K 0.01%
550
15 16
17
18 19