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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
26
$2.27M 0.86%
52,130
-390
27
$2.06M 0.79%
24,498
+380
28
$1.89M 0.72%
82,205
+6,365
29
$1.89M 0.72%
14,333
-2,785
30
$1.61M 0.61%
30,168
+174
31
$1.58M 0.6%
10,825
+239
32
$1.39M 0.53%
13,266
-6,281
33
$1.38M 0.53%
42,397
+4,157
34
$1.36M 0.52%
21,922
+1,671
35
$1.33M 0.51%
12,977
+166
36
$1.3M 0.5%
3,714
+355
37
$1.26M 0.48%
8,691
+2,217
38
$1.18M 0.45%
+20,059
39
$1.08M 0.41%
4,334
+202
40
$1.07M 0.41%
6,326
+71
41
$1.06M 0.4%
2
42
$1.04M 0.4%
962,038
+3,989
43
$1.01M 0.39%
6,503
+25
44
$1.01M 0.39%
17,706
+3,647
45
$1.01M 0.38%
3,335
+41
46
$955K 0.36%
1,894
+247
47
$946K 0.36%
4,113
+206
48
$934K 0.36%
15,723
+246
49
$922K 0.35%
1,716
+164
50
$876K 0.33%
6,693
+209
1
2
3 4 5