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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

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
526
$11.4K ﹤0.01%
+220
527
$11.3K ﹤0.01%
400
528
$11.3K ﹤0.01%
123
-20
529
$11.2K ﹤0.01%
108
530
$11.2K ﹤0.01%
+350
531
$11.1K ﹤0.01%
200
532
$11.1K ﹤0.01%
24
+14
533
$11K ﹤0.01%
100
534
$10.9K ﹤0.01%
28
-5
535
$10.8K ﹤0.01%
535
-435
536
$10.8K ﹤0.01%
157
-17
537
$10.8K ﹤0.01%
122
+29
538
$10.8K ﹤0.01%
42
+2
539
$10.7K ﹤0.01%
57
-1
540
$10.7K ﹤0.01%
115
-7
541
$10.7K ﹤0.01%
300
-200
542
$10.7K ﹤0.01%
456
543
$10.7K ﹤0.01%
303
544
$10.7K ﹤0.01%
66
-5
545
$10.7K ﹤0.01%
28
-9
546
$10.7K ﹤0.01%
178
+3
547
$10.7K ﹤0.01%
105
+18
548
$10.6K ﹤0.01%
+170
549
$10.6K ﹤0.01%
250
+2
550
$10.6K ﹤0.01%
103
-26
20 21
22
23 24