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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
426
$19.6K 0.01%
105
427
$19.6K 0.01%
261
428
$19.6K 0.01%
225
429
$19.4K 0.01%
265
430
$19.2K 0.01%
1,200
431
$19.2K 0.01%
567
432
$19.2K 0.01%
2,600
433
$19.1K 0.01%
1,000
434
$19K 0.01%
300
435
$19K 0.01%
256
-5
436
$19K 0.01%
205
437
$18.8K 0.01%
227
438
$18.8K 0.01%
169
+17
439
$18.7K 0.01%
87
440
$18.7K 0.01%
1,800
441
$18.5K 0.01%
2,375
442
$18.5K 0.01%
315
+40
443
$18.4K 0.01%
500
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$18.3K 0.01%
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$17.8K 0.01%
300
446
$17.8K 0.01%
2,000
447
$17.5K 0.01%
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448
$17.3K 0.01%
31
+9
449
$17.2K 0.01%
560
450
$17.1K 0.01%
102
+16
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