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

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

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
501
$15.5K ﹤0.01%
+750
502
$15.5K ﹤0.01%
+234
503
$15.4K ﹤0.01%
+2,200
504
$15.4K ﹤0.01%
+2,075
505
$15.4K ﹤0.01%
+900
506
$15.3K ﹤0.01%
+116
507
$15.3K ﹤0.01%
+600
508
$15.3K ﹤0.01%
+400
509
$15.2K ﹤0.01%
+685
510
$15.1K ﹤0.01%
+465
511
$15K ﹤0.01%
+960
512
$14.9K ﹤0.01%
+92
513
$14.5K ﹤0.01%
+250
514
$14.4K ﹤0.01%
+73
515
$14.3K ﹤0.01%
+140
516
$14.3K ﹤0.01%
+33
517
$14.2K ﹤0.01%
+312
518
$14.2K ﹤0.01%
+514
519
$14.1K ﹤0.01%
+69
520
$14.1K ﹤0.01%
+90
521
$14.1K ﹤0.01%
+287
522
$14.1K ﹤0.01%
+148
523
$14K ﹤0.01%
+327
524
$13.9K ﹤0.01%
+25
525
$13.9K ﹤0.01%
+300
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