WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

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
501
$13K 0.01%
564
+13
502
$12.9K 0.01%
80
503
$12.8K 0.01%
300
504
$12.7K ﹤0.01%
+67
505
$12.7K ﹤0.01%
388
506
$12.6K ﹤0.01%
86
507
$12.6K ﹤0.01%
68
-7
508
$12.5K ﹤0.01%
575
+9
509
$12.4K ﹤0.01%
200
510
$12.4K ﹤0.01%
142
-188
511
$12.4K ﹤0.01%
110
+65
512
$12.3K ﹤0.01%
424
513
$12.1K ﹤0.01%
385
514
$12.1K ﹤0.01%
312
515
$12K ﹤0.01%
400
516
$12K ﹤0.01%
+168
517
$12K ﹤0.01%
429
518
$12K ﹤0.01%
310
+10
519
$11.9K ﹤0.01%
92
+22
520
$11.9K ﹤0.01%
+225
521
$11.9K ﹤0.01%
114
522
$11.9K ﹤0.01%
700
523
$11.8K ﹤0.01%
350
524
$11.6K ﹤0.01%
900
525
$11.4K ﹤0.01%
+220
19 20
21
22 23