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
551
$12.6K ﹤0.01%
+400
552
$12.6K ﹤0.01%
+119
553
$12.6K ﹤0.01%
+18
554
$12.5K ﹤0.01%
+157
555
$12.4K ﹤0.01%
+384
556
$12.4K ﹤0.01%
+49
557
$12.3K ﹤0.01%
+217
558
$12.2K ﹤0.01%
+150
559
$12.1K ﹤0.01%
+32
560
$12.1K ﹤0.01%
+200
561
$12K ﹤0.01%
+23
562
$12K ﹤0.01%
+28
563
$12K ﹤0.01%
+112
564
$11.8K ﹤0.01%
+26
565
$11.8K ﹤0.01%
+44
566
$11.8K ﹤0.01%
+126
567
$11.6K ﹤0.01%
+300
568
$11.6K ﹤0.01%
+56
569
$11.5K ﹤0.01%
+200
570
$11.5K ﹤0.01%
+156
571
$11.4K ﹤0.01%
+177
572
$11.4K ﹤0.01%
+132
573
$11.4K ﹤0.01%
+132
574
$11.2K ﹤0.01%
+164
575
$11.2K ﹤0.01%
+100
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