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
551
$10.6K ﹤0.01%
157
+34
552
$10.6K ﹤0.01%
31
553
$10.6K ﹤0.01%
47
+1
554
$10.6K ﹤0.01%
683
-837
555
$10.5K ﹤0.01%
54
-4
556
$10.5K ﹤0.01%
53
-15
557
$10.5K ﹤0.01%
61
+7
558
$10.4K ﹤0.01%
63
-8
559
$10.4K ﹤0.01%
+26
560
$10.4K ﹤0.01%
916
+15
561
$10.4K ﹤0.01%
445
+4
562
$10.4K ﹤0.01%
171
-17
563
$10.4K ﹤0.01%
120
-16
564
$10.4K ﹤0.01%
22
+2
565
$10.3K ﹤0.01%
+156
566
$10.3K ﹤0.01%
57
+3
567
$10.2K ﹤0.01%
91
-8
568
$10.2K ﹤0.01%
132
+20
569
$10.2K ﹤0.01%
150
+2
570
$10.2K ﹤0.01%
331
-4,267
571
$10.1K ﹤0.01%
546
+396
572
$10.1K ﹤0.01%
400
-4,865
573
$10.1K ﹤0.01%
274
+2
574
$10.1K ﹤0.01%
332
-275
575
$10.1K ﹤0.01%
2,000
21 22
23
24 25