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
576
$11.2K ﹤0.01%
+60
577
$11.2K ﹤0.01%
+415
578
$11.2K ﹤0.01%
+56
579
$11.1K ﹤0.01%
+84
580
$11.1K ﹤0.01%
+606
581
$11K ﹤0.01%
+107
582
$11K ﹤0.01%
+82
583
$10.9K ﹤0.01%
+93
584
$10.7K ﹤0.01%
+217
585
$10.6K ﹤0.01%
+1,392
586
$10.5K ﹤0.01%
+115
587
$10.5K ﹤0.01%
+217
588
$10.4K ﹤0.01%
+70
589
$10.4K ﹤0.01%
+278
590
$10.4K ﹤0.01%
+315
591
$10.3K ﹤0.01%
+444
592
$10.3K ﹤0.01%
+456
593
$10.3K ﹤0.01%
+2,126
594
$10.2K ﹤0.01%
+500
595
$10.2K ﹤0.01%
+100
596
$10.2K ﹤0.01%
+341
597
$10.1K ﹤0.01%
+155
598
$10.1K ﹤0.01%
+342
599
$10K ﹤0.01%
+631
600
$10K ﹤0.01%
+30
22 23
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