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
451
$19.3K 0.01%
6,300
452
$19K 0.01%
77
453
$18.9K 0.01%
+1,200
454
$18.8K 0.01%
150
455
$18.6K 0.01%
243
456
$18.5K 0.01%
44
+19
457
$18.2K 0.01%
833
+9
458
$18.2K 0.01%
383
+95
459
$18.1K 0.01%
11
+10
460
$18K 0.01%
105
-137
461
$18K 0.01%
185
-222
462
$17.8K 0.01%
60
+29
463
$17.8K 0.01%
78
+5
464
$17.7K 0.01%
61
+5
465
$17.5K 0.01%
236
+2
466
$17.5K 0.01%
6,300
-1,875
467
$17.5K 0.01%
183
+43
468
$17.3K 0.01%
11
+8
469
$17.2K 0.01%
47
-11
470
$17K 0.01%
66
-97
471
$17K 0.01%
336
+301
472
$16.9K 0.01%
417
-150
473
$16.9K 0.01%
319
+8
474
$16.7K 0.01%
96
-8
475
$16.7K 0.01%
39
+19
17 18
19
20 21