WWP
WR Wealth Planners Portfolio holdings
AUM $311M
AUM
$311M
AUM Growth
-$48.5M (-13%)
Cap. Flow
-$43.7M
Cap. Flow % of AUM
-14.06%
Top 10 Holdings %Top 10 Hldgs %
50.42%
Holding
1,211
New
66
Increased
323
Reduced
358
Closed
104
Top Buys
| 1 | $1.18M | |
| 2 | $1.04M | |
| 3 | $981K | |
| 4 | $720K | |
| 5 | $707K |
Top Sells
| 1 | $5.51M | |
| 2 | $4.37M | |
| 3 | $2.85M | |
| 4 | $2.74M | |
| 5 | $2.7M |
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $18.8K | 0.01% | 53 | – | – | |||
| $18.8K | 0.01% | 243 | – | – | |||
| $18.7K | 0.01% | 57 -39 | -41% | -$12.8K | |||
| $18.7K | 0.01% | 36 +1 | +3% | +$520 | |||
| $18.7K | 0.01% | 88 +2 | +2% | +$425 | |||
| $18.6K | 0.01% | 58 | – | – | |||
| $18.5K | 0.01% | 205 +4 | +2% | +$362 | |||
| $18.4K | 0.01% | 202 | – | – | |||
| $18.2K | 0.01% | 159 | – | – | |||
| $18.2K | 0.01% | 267 | – | – | |||
| $18.2K | 0.01% | 1,200 | – | – | |||
| $18.1K | 0.01% | 80 | – | – | |||
| $18K | 0.01% | 338 -462 | -58% | -$24.7K | |||
| $18K | 0.01% | 739 +293 | +66% | +$7.14K | |||
| $17.9K | 0.01% | 336 +17 | +5% | +$908 | |||
| $17.9K | 0.01% | 97 +1 | +1% | +$185 | |||
| $17.8K | 0.01% | 39 | – | – | |||
| $17.8K | 0.01% | 197 | – | – | |||
| $17.8K | 0.01% | 37 | – | – | |||
| $17.6K | 0.01% | 65 | – | – | |||
| $17.5K | 0.01% | 131 +17 | +15% | +$2.27K | |||
| $17.4K | 0.01% | 74 +2 | +3% | +$471 | |||
| $17.4K | 0.01% | 76 +3 | +4% | +$687 | |||
| $17.3K | 0.01% | 96 | – | – | |||
| $17.3K | 0.01% | 121 | – | – |
