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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.07M
3
+$1.63M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.22M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$683K
2
+$634K
3
+$609K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$529K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$494K

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
501
$12.7K ﹤0.01%
278
502
$12.5K ﹤0.01%
547
503
$12.5K ﹤0.01%
142
504
$12.5K ﹤0.01%
90
505
$12.4K ﹤0.01%
229
506
$12.3K ﹤0.01%
80
507
$12.3K ﹤0.01%
322
+3
508
$12.3K ﹤0.01%
+135
509
$12.2K ﹤0.01%
429
-65
510
$12.1K ﹤0.01%
577
+13
511
$12.1K ﹤0.01%
200
512
$12K ﹤0.01%
278
513
$11.9K ﹤0.01%
564
-100
514
$11.9K ﹤0.01%
140
515
$11.7K ﹤0.01%
172
516
$11.7K ﹤0.01%
386
+1
517
$11.6K ﹤0.01%
168
518
$11.6K ﹤0.01%
350
519
$11.5K ﹤0.01%
175
+14
520
$11.5K ﹤0.01%
67
521
$11.5K ﹤0.01%
312
522
$11.4K ﹤0.01%
225
523
$11.4K ﹤0.01%
462
+36
524
$11.4K ﹤0.01%
26
525
$11.3K ﹤0.01%
115
19 20
21
22 23