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
476
$16.7K 0.01%
429
-31
477
$16.6K 0.01%
142
+6
478
$16.6K 0.01%
247
-33
479
$16.6K 0.01%
330
480
$16.5K 0.01%
102
+12
481
$16.4K 0.01%
200
482
$16.3K 0.01%
162
+55
483
$16.2K ﹤0.01%
133
-47
484
$16K ﹤0.01%
290
485
$16K ﹤0.01%
750
486
$15.9K ﹤0.01%
403
-586
487
$15.7K ﹤0.01%
29
+12
488
$15.7K ﹤0.01%
36
-4
489
$15.7K ﹤0.01%
19
+1
490
$15.6K ﹤0.01%
74
+12
491
$15.6K ﹤0.01%
685
492
$15.6K ﹤0.01%
287
493
$15.5K ﹤0.01%
233
-59
494
$15.5K ﹤0.01%
2,200
495
$15.5K ﹤0.01%
131
+60
496
$15.4K ﹤0.01%
75
497
$15.4K ﹤0.01%
111
+41
498
$15.3K ﹤0.01%
150
499
$15.3K ﹤0.01%
243
+11
500
$15.3K ﹤0.01%
180
-48
18 19
20
21 22