WWP
WR Wealth Planners Portfolio holdings
AUM $311M
AUM
$311M
AUM Growth
-$48.5M (-13%)
Cap. Flow
-$43.7M
Cap. Flow % of AUM
-14.06%
Top 10 Holdings %Top 10 Hldgs %
50.42%
Holding
1,211
New
66
Increased
323
Reduced
358
Closed
104
Top Buys
| 1 | $1.18M | |
| 2 | $1.04M | |
| 3 | $981K | |
| 4 | $720K | |
| 5 | $707K |
Top Sells
| 1 | $5.51M | |
| 2 | $4.37M | |
| 3 | $2.85M | |
| 4 | $2.74M | |
| 5 | $2.7M |
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $10.9K | 0% | 500 | – | – | |||
| $10.9K | 0% | 286 -1,346 | -82% | -$51.4K | |||
| $10.9K | 0% | 250 -5 | -2% | -$217 | |||
| $10.7K | 0% | 26 -28 | -52% | -$11.6K | |||
| $10.6K | 0% | 200 | – | – | |||
| $10.6K | 0% | 618 +18 | +3% | +$309 | |||
| $10.6K | 0% | 100 | – | – | |||
| $10.5K | 0% | 64 +24 | +60% | +$3.96K | |||
| $10.5K | 0% | 36 -8 | -18% | -$2.33K | |||
| $10.4K | 0% | 127 | – | – | |||
| $10.4K | 0% | 78 +9 | +13% | +$1.2K | |||
| $10.3K | 0% | 18 +9 | +100% | +$5.13K | |||
| $10.2K | 0% | 6 -5 | -45% | -$8.5K | |||
| $10.1K | 0% | 209 | – | – | |||
| $10.1K | 0% | 265 -357 | -57% | -$13.6K | |||
| $10.1K | 0% | 450 | – | – | |||
| $10.1K | 0% | 167 -353 | -68% | -$21.3K | |||
| $9.96K | 0% | 185 +7 | +4% | +$377 | |||
| $9.94K | 0% | 97 +69 | +246% | +$7.07K | |||
| $9.86K | 0% | 444 | – | – | |||
| $9.79K | 0% | 1,994 -2,795 | -58% | -$13.7K | |||
| $9.67K | 0% | 458 +2 | +0.4% | +$42 | |||
| $9.61K | 0% | 133 | New | +$9.61K | |||
| $9.6K | 0% | 500 | New | +$9.6K | |||
| $9.55K | 0% | 88 -95 | -52% | -$10.3K |
