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
551
$12.5K ﹤0.01%
27
-6
552
$12.5K ﹤0.01%
800
-1,200
553
$12.4K ﹤0.01%
217
554
$12.4K ﹤0.01%
89
+5
555
$12.4K ﹤0.01%
385
+70
556
$12.4K ﹤0.01%
800
-160
557
$12.4K ﹤0.01%
156
+30
558
$12.3K ﹤0.01%
128
+16
559
$12K ﹤0.01%
+1,000
560
$12K ﹤0.01%
42
+12
561
$11.9K ﹤0.01%
93
562
$11.8K ﹤0.01%
29
+3
563
$11.7K ﹤0.01%
156
564
$11.6K ﹤0.01%
30
+2
565
$11.5K ﹤0.01%
106
-10
566
$11.5K ﹤0.01%
+275
567
$11.5K ﹤0.01%
200
568
$11.4K ﹤0.01%
607
+1
569
$11.1K ﹤0.01%
1,800
570
$11.1K ﹤0.01%
100
571
$11K ﹤0.01%
200
572
$10.9K ﹤0.01%
130
+128
573
$10.8K ﹤0.01%
305
-549
574
$10.8K ﹤0.01%
163
+8
575
$10.8K ﹤0.01%
377
+36
21 22
23
24 25