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

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
476
$17.9K 0.01%
+460
477
$17.7K 0.01%
+491
478
$17.7K 0.01%
+375
479
$17.6K 0.01%
+279
480
$17.3K 0.01%
+83
481
$17.3K 0.01%
+552
482
$17.2K 0.01%
+138
483
$17.2K 0.01%
+124
484
$17.1K 0.01%
+400
485
$17K 0.01%
+115
486
$16.8K 0.01%
+311
487
$16.8K 0.01%
+390
488
$16.7K 0.01%
+305
489
$16.7K 0.01%
+330
490
$16.4K 0.01%
+405
491
$16.2K 0.01%
+41
492
$16.1K 0.01%
+280
493
$16K 0.01%
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494
$16K 0.01%
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495
$16K 0.01%
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496
$16K 0.01%
+26
497
$15.9K 0.01%
+75
498
$15.9K ﹤0.01%
+290
499
$15.8K ﹤0.01%
+56
500
$15.7K ﹤0.01%
+62