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
26
$2.16M 0.66%
13,125
+544
27
$2.09M 0.64%
46,199
-845
28
$2.08M 0.63%
30,696
+535
29
$1.94M 0.59%
9,583
-301
30
$1.93M 0.59%
12,792
+222
31
$1.76M 0.54%
33,106
-307
32
$1.75M 0.54%
60,692
-197
33
$1.71M 0.52%
52,572
+5,320
34
$1.7M 0.52%
922,808
+59,970
35
$1.65M 0.5%
15,509
-696
36
$1.65M 0.5%
23,765
+2,042
37
$1.59M 0.48%
15,500
-167
38
$1.55M 0.47%
1,708
-19
39
$1.46M 0.45%
3,596
-135
40
$1.37M 0.42%
7,525
+436
41
$1.33M 0.41%
5,076
-46
42
$1.32M 0.4%
2,595
+61
43
$1.22M 0.37%
2
44
$1.15M 0.35%
6,728
+459
45
$1.13M 0.34%
5,277
+199
46
$1.12M 0.34%
7,663
+5
47
$1.09M 0.33%
6,638
+90
48
$1.07M 0.33%
33,317
+6,655
49
$983K 0.3%
10,296
+443
50
$982K 0.3%
1,768
+70
1
2
3 4 5