WWP
WR Wealth Planners Portfolio holdings
AUM
$311M
1-Year Return
18.22%
This Quarter Return
+8.43%
1 Year Return
+18.22%
3 Year Return
+22.09%
5 Year Return
–
10 Year Return
–
AUM
$322M
AUM Growth
+$52.8M
(+20%)
Cap. Flow
+$33.2M
Cap. Flow
% of AUM
10.34%
Top 10 Holdings %
Top 10 Hldgs %
45.23%
Holding
1,181
New
990
Increased
78
Reduced
90
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$10.4M |
| 2 |
Avantis Short-Term Fixed Income ETF
AVSF
|
+$7.75M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$6.3M |
| 4 |
Capital Group Growth ETF
CGGR
|
+$5.89M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$5.27M |
Top Sells
Sector Composition
| 1 | Technology | 8.74% |
| 2 | Industrials | 4.65% |
| 3 | Financials | 4.24% |
| 4 | Healthcare | 3.94% |
| 5 | Consumer Discretionary | 3.81% |
