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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$15.2K ﹤0.01%
71
+2
502
$15.2K ﹤0.01%
28
+2
503
$15.2K ﹤0.01%
64
+20
504
$15K ﹤0.01%
281
-73
505
$14.8K ﹤0.01%
61
+46
506
$14.8K ﹤0.01%
465
507
$14.7K ﹤0.01%
+782
508
$14.7K ﹤0.01%
29
+4
509
$14.6K ﹤0.01%
300
510
$14.6K ﹤0.01%
74
+5
511
$14.5K ﹤0.01%
298
-31
512
$14.4K ﹤0.01%
268
+122
513
$14.2K ﹤0.01%
400
514
$14K ﹤0.01%
129
+47
515
$14K ﹤0.01%
154
+6
516
$13.8K ﹤0.01%
83
+11
517
$13.8K ﹤0.01%
405
518
$13.8K ﹤0.01%
347
-90
519
$13.8K ﹤0.01%
32
520
$13.8K ﹤0.01%
75
521
$13.7K ﹤0.01%
331
+4
522
$13.7K ﹤0.01%
312
523
$13.7K ﹤0.01%
12,800
524
$13.6K ﹤0.01%
600
-302
525
$13.6K ﹤0.01%
400
19 20
21
22 23