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
426
$20.6K 0.01%
403
-2,371
427
$20.5K 0.01%
1,033
+1,020
428
$20.4K 0.01%
+265
429
$20.3K 0.01%
475
-25
430
$20.3K 0.01%
567
431
$20.3K 0.01%
2,000
432
$20.2K 0.01%
2,000
433
$20.1K 0.01%
855
+700
434
$20.1K 0.01%
1,800
435
$20K 0.01%
200
436
$20K 0.01%
205
437
$19.9K 0.01%
261
-25
438
$19.7K 0.01%
+261
439
$19.7K 0.01%
752
-12
440
$19.7K 0.01%
87
441
$19.5K 0.01%
2,375
442
$19.5K 0.01%
48
+13
443
$19.5K 0.01%
109
-7
444
$19.4K 0.01%
892
+100
445
$19.3K 0.01%
70
+66
446
$18.8K 0.01%
1,050
447
$18.7K 0.01%
103
-103
448
$18.5K 0.01%
300
-1,045
449
$18.4K 0.01%
1,200
450
$18.1K 0.01%
152
-25
16 17
18
19 20