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
451
$18K 0.01%
3,300
452
$17.8K 0.01%
202
+46
453
$17.7K 0.01%
494
-286
454
$17.5K 0.01%
340
-779
455
$17.3K 0.01%
1,000
456
$17.3K 0.01%
795
-1,594
457
$17.2K 0.01%
150
458
$17.2K 0.01%
+560
459
$17.1K 0.01%
400
+150
460
$17.1K 0.01%
75
461
$17K 0.01%
300
462
$16.9K 0.01%
200
463
$16.9K 0.01%
+500
464
$16.8K 0.01%
184
465
$16.5K 0.01%
500
+300
466
$16.4K 0.01%
330
467
$16.3K 0.01%
290
468
$16.3K 0.01%
146
+122
469
$16.3K 0.01%
+460
470
$16.2K 0.01%
755
471
$16.1K 0.01%
427
+357
472
$16K 0.01%
2,200
473
$16K 0.01%
140
474
$15.6K 0.01%
81
+68
475
$15.5K 0.01%
47
17 18
19
20 21