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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

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
576
$10K ﹤0.01%
478
577
$10K ﹤0.01%
155
578
$10K ﹤0.01%
+40
579
$9.99K ﹤0.01%
73
-10
580
$9.94K ﹤0.01%
200
-13
581
$9.9K ﹤0.01%
164
-43
582
$9.87K ﹤0.01%
24
+1
583
$9.81K ﹤0.01%
261
+46
584
$9.8K ﹤0.01%
369
-74
585
$9.71K ﹤0.01%
110
586
$9.7K ﹤0.01%
336
587
$9.65K ﹤0.01%
179
588
$9.51K ﹤0.01%
188
+69
589
$9.47K ﹤0.01%
150
590
$9.4K ﹤0.01%
1,000
591
$9.39K ﹤0.01%
218
592
$9.29K ﹤0.01%
471
593
$9.28K ﹤0.01%
1,000
594
$9.28K ﹤0.01%
161
595
$9.08K ﹤0.01%
90
596
$9.03K ﹤0.01%
+537
597
$8.92K ﹤0.01%
134
-20
598
$8.86K ﹤0.01%
278
-65
599
$8.84K ﹤0.01%
384
600
$8.75K ﹤0.01%
+80
22 23
24
25 26