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 | |
|---|---|---|---|---|---|---|---|
| $17.3K | 0.01% | 120 +9 | +8% | +$1.3K | |||
| $17.2K | 0.01% | 394 +141 | +56% | +$6.17K | |||
| $17.2K | 0.01% | 37 | – | – | |||
| $17.1K | 0.01% | 226 | – | – | |||
| $17K | 0.01% | 63 +25 | +66% | +$6.73K | |||
| $16.9K | 0.01% | 118 -300 | -72% | -$42.9K | |||
| $16.8K | 0.01% | 885 -181 | -17% | -$3.43K | |||
| $16.8K | 0.01% | 157 -232 | -60% | -$24.8K | |||
| $16.6K | 0.01% | 35 | – | – | |||
| $16.6K | 0.01% | 185 +5 | +3% | +$447 | |||
| $16.5K | 0.01% | 200 | – | – | |||
| $16.5K | 0.01% | 196 | – | – | |||
| $16.4K | 0.01% | 161 | – | – | |||
| $16.4K | 0.01% | 16 -12 | -43% | -$12.3K | |||
| $16.3K | 0.01% | 162 +150 | +1,250% | +$15.1K | |||
| $16.3K | 0.01% | 417 | – | – | |||
| $16.2K | 0.01% | 44 +2 | +5% | +$738 | |||
| $16.2K | 0.01% | 555 -587 | -51% | -$17.2K | |||
| $16.2K | 0.01% | 500 -500 | -50% | -$16.2K | |||
| $16K | 0.01% | 164 | – | – | |||
| $15.8K | 0.01% | 6,300 | – | – | |||
| $15.7K | 0.01% | 85 -20 | -19% | -$3.7K | |||
| $15.5K | 0.01% | 42 +14 | +50% | +$5.17K | |||
| $15.4K | 0.01% | 45 +16 | +55% | +$5.48K | |||
| $15.4K | 0% | 192 | – | – |
