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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
476
$14.7K 0.01%
400
477
$14.7K 0.01%
77
+20
478
$14.7K 0.01%
2,200
479
$14.6K 0.01%
94
-15
480
$14.6K 0.01%
81
481
$14.5K 0.01%
427
482
$14.3K 0.01%
68
483
$14.2K 0.01%
94
-106
484
$14K 0.01%
47
485
$14K 0.01%
100
486
$13.9K 0.01%
61
487
$13.9K 0.01%
1,082
+32
488
$13.7K 0.01%
86
+85
489
$13.7K 0.01%
900
490
$13.6K 0.01%
685
491
$13.6K 0.01%
465
492
$13.5K 0.01%
40
493
$13.4K 0.01%
351
494
$13.4K 0.01%
240
-408
495
$13.3K 0.01%
1,065
496
$13.1K 0.01%
388
497
$13K ﹤0.01%
75
498
$12.9K ﹤0.01%
400
499
$12.9K ﹤0.01%
583
+8
500
$12.9K ﹤0.01%
755
18 19
20
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