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
551
$10.5K ﹤0.01%
+49
552
$10.5K ﹤0.01%
150
553
$10.3K ﹤0.01%
53
554
$10.3K ﹤0.01%
384
555
$10.2K ﹤0.01%
310
556
$10.2K ﹤0.01%
931
+15
557
$10.2K ﹤0.01%
700
558
$10.2K ﹤0.01%
560
-244
559
$10.1K ﹤0.01%
2,000
560
$10K ﹤0.01%
200
561
$10K ﹤0.01%
+1,000
562
$9.95K ﹤0.01%
108
563
$9.93K ﹤0.01%
100
564
$9.85K ﹤0.01%
24
565
$9.85K ﹤0.01%
100
-2,649
566
$9.83K ﹤0.01%
535
567
$9.81K ﹤0.01%
24
568
$9.78K ﹤0.01%
132
569
$9.76K ﹤0.01%
478
570
$9.75K ﹤0.01%
66
571
$9.73K ﹤0.01%
31
572
$9.69K ﹤0.01%
63
+27
573
$9.68K ﹤0.01%
170
574
$9.67K ﹤0.01%
300
575
$9.65K ﹤0.01%
546
21 22
23
24 25