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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
26
$2.14M 0.67%
47,044
-6,881
27
$2.04M 0.63%
12,581
+971
28
$1.98M 0.62%
9,884
+216
29
$1.82M 0.57%
33,413
-19,649
30
$1.81M 0.56%
30,161
+206
31
$1.74M 0.54%
16,205
+369
32
$1.72M 0.54%
60,889
-56,409
33
$1.7M 0.53%
12,570
-1,088
34
$1.63M 0.51%
15,667
-9,823
35
$1.57M 0.49%
3,731
+24
36
$1.54M 0.48%
47,252
-193,799
37
$1.52M 0.47%
21,723
+1,149
38
$1.43M 0.44%
5,122
+189
39
$1.34M 0.42%
1,727
+61
40
$1.27M 0.39%
2
41
$1.26M 0.39%
3,295
+104
42
$1.25M 0.39%
2,534
+73
43
$1.21M 0.38%
7,658
+205
44
$1.15M 0.36%
6,548
-135
45
$1.12M 0.35%
862,838
-62,200
46
$1.08M 0.34%
5,078
+17
47
$1.07M 0.33%
7,089
+388
48
$1.03M 0.32%
6,269
-8,494
49
$999K 0.31%
14,132
-3,543
50
$959K 0.3%
5,543
+214
1
2
3 4 5