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
526
$13.5K ﹤0.01%
174
+10
527
$13.5K ﹤0.01%
151
528
$13.5K ﹤0.01%
144
+29
529
$13.4K ﹤0.01%
516
-16
530
$13.4K ﹤0.01%
78
-11
531
$13.4K ﹤0.01%
33
-1
532
$13.3K ﹤0.01%
222
+68
533
$13.2K ﹤0.01%
215
-5
534
$13.1K ﹤0.01%
90
-9
535
$13.1K ﹤0.01%
171
+4
536
$13K ﹤0.01%
112
+9
537
$13K ﹤0.01%
81
+25
538
$12.9K ﹤0.01%
150
539
$12.8K ﹤0.01%
768
540
$12.8K ﹤0.01%
204
+27
541
$12.8K ﹤0.01%
300
-100
542
$12.8K ﹤0.01%
54
+5
543
$12.7K ﹤0.01%
33
+10
544
$12.7K ﹤0.01%
70
545
$12.7K ﹤0.01%
58
+1
546
$12.7K ﹤0.01%
351
547
$12.6K ﹤0.01%
529
+15
548
$12.6K ﹤0.01%
300
549
$12.6K ﹤0.01%
209
+146
550
$12.5K ﹤0.01%
97
+2
20 21
22
23 24