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
451
$16.8K 0.01%
340
452
$16.8K 0.01%
475
453
$16.7K 0.01%
1,000
454
$16.5K 0.01%
500
455
$16.5K 0.01%
174
-28
456
$16.5K 0.01%
330
457
$16.4K 0.01%
364
-3,198
458
$16.3K 0.01%
387
-16
459
$16.1K 0.01%
500
460
$16.1K 0.01%
460
461
$16K 0.01%
3,300
462
$16K 0.01%
200
463
$15.9K 0.01%
150
464
$15.9K 0.01%
250
+94
465
$15.8K 0.01%
344
466
$15.5K 0.01%
170
-2,666
467
$15.4K 0.01%
278
468
$15.3K 0.01%
75
469
$15.2K 0.01%
290
470
$15.2K 0.01%
424
471
$15.1K 0.01%
+346
472
$15.1K 0.01%
804
+9
473
$14.8K 0.01%
135
-11
474
$14.7K 0.01%
892
475
$14.7K 0.01%
950
+52
17 18
19
20 21