WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

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%
31
552
$10.6K ﹤0.01%
47
+1
553
$10.6K ﹤0.01%
683
-837
554
$10.5K ﹤0.01%
54
-4
555
$10.5K ﹤0.01%
53
-15
556
$10.5K ﹤0.01%
61
+7
557
$10.4K ﹤0.01%
63
-8
558
$10.4K ﹤0.01%
+26
559
$10.4K ﹤0.01%
916
+15
560
$10.4K ﹤0.01%
445
+4
561
$10.4K ﹤0.01%
171
-17
562
$10.4K ﹤0.01%
120
-16
563
$10.4K ﹤0.01%
22
+2
564
$10.3K ﹤0.01%
+156
565
$10.3K ﹤0.01%
57
+3
566
$10.2K ﹤0.01%
91
-8
567
$10.2K ﹤0.01%
132
+20
568
$10.2K ﹤0.01%
150
+2
569
$10.2K ﹤0.01%
331
-4,267
570
$10.1K ﹤0.01%
546
+396
571
$10.1K ﹤0.01%
400
-4,865
572
$10.1K ﹤0.01%
274
+2
573
$10.1K ﹤0.01%
332
-275
574
$10.1K ﹤0.01%
2,000
575
$10K ﹤0.01%
478
21 22
23
24 25