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
426
$22.6K 0.01%
163
+80
427
$22.4K 0.01%
2,000
428
$22.4K 0.01%
192
-192
429
$22.2K 0.01%
647
+95
430
$22.2K 0.01%
139
+15
431
$22.1K 0.01%
99
+4
432
$22.1K 0.01%
135
-3
433
$22K 0.01%
2,600
434
$21.9K 0.01%
296
+212
435
$21.6K 0.01%
894
-40
436
$21.5K 0.01%
83
+5
437
$21.3K 0.01%
424
438
$21.1K 0.01%
610
+16
439
$21K 0.01%
1,800
440
$21K 0.01%
104
-5
441
$20.6K 0.01%
151
-6
442
$20.6K 0.01%
141
443
$20.5K 0.01%
200
444
$20.5K 0.01%
250
+20
445
$20.5K 0.01%
26
-79
446
$19.8K 0.01%
94
+6
447
$19.8K 0.01%
202
448
$19.7K 0.01%
109
+3
449
$19.6K 0.01%
+130
450
$19.4K 0.01%
332
-46
16 17
18
19 20