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
476
$15.2K 0.01%
278
+239
477
$15.1K 0.01%
351
478
$15.1K 0.01%
+804
479
$15K 0.01%
300
480
$14.8K 0.01%
100
481
$14.6K 0.01%
629
482
$14.6K 0.01%
664
-1,008
483
$14.6K 0.01%
+100
484
$14.3K 0.01%
491
485
$14.2K 0.01%
200
486
$14.2K 0.01%
465
487
$14.2K 0.01%
547
488
$14.1K 0.01%
898
489
$14.1K 0.01%
299
490
$14K 0.01%
685
491
$13.9K 0.01%
+344
492
$13.8K 0.01%
40
493
$13.8K 0.01%
+31
494
$13.8K 0.01%
75
495
$13.7K 0.01%
229
496
$13.7K 0.01%
172
+40
497
$13.6K 0.01%
1,065
-125
498
$13.5K 0.01%
278
499
$13.4K 0.01%
61
-4
500
$13.1K 0.01%
319
+3
18 19
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