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
576
$10.7K ﹤0.01%
247
+74
577
$10.7K ﹤0.01%
79
+53
578
$10.6K ﹤0.01%
4,570
-1,426
579
$10.5K ﹤0.01%
168
-82
580
$10.5K ﹤0.01%
230
581
$10.5K ﹤0.01%
134
+15
582
$10.5K ﹤0.01%
100
583
$10.5K ﹤0.01%
80
+41
584
$10.4K ﹤0.01%
500
-885
585
$10.4K ﹤0.01%
590
+65
586
$10.4K ﹤0.01%
80
-35
587
$10.3K ﹤0.01%
113
+4
588
$10.3K ﹤0.01%
211
+200
589
$10.3K ﹤0.01%
66
-26
590
$10K ﹤0.01%
39
+3
591
$9.9K ﹤0.01%
57
+25
592
$9.88K ﹤0.01%
68
+33
593
$9.88K ﹤0.01%
57
+31
594
$9.84K ﹤0.01%
2,126
595
$9.81K ﹤0.01%
+127
596
$9.8K ﹤0.01%
2,800
-500
597
$9.7K ﹤0.01%
401
-38
598
$9.62K ﹤0.01%
207
+13
599
$9.59K ﹤0.01%
65
+17
600
$9.52K ﹤0.01%
327
+165
22 23
24
25 26