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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

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
526
$11.3K ﹤0.01%
115
527
$11.2K ﹤0.01%
122
528
$11.2K ﹤0.01%
100
529
$11.2K ﹤0.01%
57
+10
530
$11.2K ﹤0.01%
300
531
$11.1K ﹤0.01%
61
532
$11.1K ﹤0.01%
178
533
$11.1K ﹤0.01%
92
534
$11K ﹤0.01%
200
535
$11K ﹤0.01%
429
536
$11K ﹤0.01%
157
537
$11K ﹤0.01%
220
538
$11K ﹤0.01%
150
539
$10.9K ﹤0.01%
28
540
$10.9K ﹤0.01%
42
541
$10.8K ﹤0.01%
400
542
$10.8K ﹤0.01%
157
543
$10.8K ﹤0.01%
400
544
$10.7K ﹤0.01%
57
545
$10.7K ﹤0.01%
+31
546
$10.7K ﹤0.01%
+69
547
$10.6K ﹤0.01%
361
-8
548
$10.6K ﹤0.01%
350
549
$10.6K ﹤0.01%
28
550
$10.5K ﹤0.01%
250
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