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
426
$23.2K 0.01%
+230
427
$23.2K 0.01%
+648
428
$23K 0.01%
378
-5,267
429
$22.7K 0.01%
+180
430
$22.5K 0.01%
+934
431
$22.4K 0.01%
+77
432
$22.3K 0.01%
+594
433
$22.3K 0.01%
+601
434
$22.3K 0.01%
+550
435
$22.2K 0.01%
+2,000
436
$22.1K 0.01%
+1,000
437
$21.5K 0.01%
+60
438
$21.3K 0.01%
36,100
439
$21.3K 0.01%
+109
440
$21.2K 0.01%
+2,600
441
$21.1K 0.01%
+354
442
$21K 0.01%
+424
443
$20.9K 0.01%
+216
444
$20.8K 0.01%
+141
445
$20.8K 0.01%
+80
446
$20.6K 0.01%
5,996
-18,525
447
$20.3K 0.01%
+800
448
$20.3K 0.01%
+200
449
$20.3K 0.01%
+58
450
$20.3K 0.01%
+902
16 17
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