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
451
$20.2K 0.01%
+202
452
$20.1K 0.01%
+292
453
$19.8K 0.01%
+824
454
$19.8K 0.01%
+228
455
$19.6K 0.01%
+12,800
456
$19.5K 0.01%
+437
457
$19.5K 0.01%
+78
458
$19.3K 0.01%
+850
459
$19.1K 0.01%
+40
460
$19.1K 0.01%
+112
461
$19K 0.01%
+1,800
462
$18.9K 0.01%
+75
463
$18.8K 0.01%
+106
464
$18.7K 0.01%
+104
465
$18.6K 0.01%
+243
466
$18.6K 0.01%
+637
467
$18.5K 0.01%
+1,000
468
$18.4K 0.01%
+346
469
$18.3K 0.01%
+606
470
$18.3K 0.01%
+150
471
$18.1K 0.01%
+3,000
472
$18.1K 0.01%
+88
473
$18.1K 0.01%
+150
474
$18K 0.01%
+492
475
$17.9K 0.01%
+150
17 18
19
20 21