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
26
$2.3M 0.89%
47,001
-1,325
27
$2.22M 0.86%
52,520
-3,990
28
$2.13M 0.82%
19,547
-137
29
$2.09M 0.81%
24,118
-218
30
$1.76M 0.68%
75,840
+2,041
31
$1.61M 0.62%
10,586
+238
32
$1.57M 0.61%
29,994
+7,029
33
$1.53M 0.59%
958,049
+10,011
34
$1.45M 0.56%
63,474
-2,870
35
$1.37M 0.53%
12,811
+2,814
36
$1.32M 0.51%
26,881
-22
37
$1.27M 0.49%
38,240
+3,512
38
$1.24M 0.48%
20,251
+1,971
39
$1.16M 0.45%
6,255
+826
40
$1.15M 0.44%
3,359
+821
41
$1.08M 0.42%
4,132
-670
42
$1.07M 0.42%
6,478
+181
43
$1.06M 0.41%
11,320
-279
44
$1.04M 0.4%
+2
45
$1.02M 0.4%
3,294
+1,443
46
$979K 0.38%
13,170
-76
47
$942K 0.36%
6,474
+3,384
48
$928K 0.36%
3,907
+307
49
$920K 0.36%
15,477
-19,695
50
$903K 0.35%
13,888
+140
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