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
526
$13.9K ﹤0.01%
+547
527
$13.8K ﹤0.01%
+532
528
$13.8K ﹤0.01%
+288
529
$13.7K ﹤0.01%
+89
530
$13.6K ﹤0.01%
+220
531
$13.5K ﹤0.01%
+1,600
532
$13.5K ﹤0.01%
+232
533
$13.5K ﹤0.01%
+429
534
$13.5K ﹤0.01%
+69
535
$13.3K ﹤0.01%
+34
536
$13.3K ﹤0.01%
1,510
537
$13.2K ﹤0.01%
+151
538
$13.2K ﹤0.01%
+72
539
$13.1K ﹤0.01%
+103
540
$13.1K ﹤0.01%
+351
541
$13K ﹤0.01%
+99
542
$13K ﹤0.01%
+130
543
$12.9K ﹤0.01%
+95
544
$12.8K ﹤0.01%
+278
545
$12.8K ﹤0.01%
+768
546
$12.8K ﹤0.01%
+160
547
$12.7K ﹤0.01%
+31
548
$12.7K ﹤0.01%
+57
549
$12.7K ﹤0.01%
+167
550
$12.7K ﹤0.01%
+70
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