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 | |
|---|---|---|---|---|---|---|---|
| $9.42K | 0% | 202 | – | – | |||
| $9.39K | 0% | 20 -16 | -44% | -$7.51K | |||
| $9.36K | 0% | 71 -62 | -47% | -$8.17K | |||
| $9.35K | 0% | 66 -155 | -70% | -$22K | |||
| $9.34K | 0% | 50 | – | – | |||
| $9.33K | 0% | 106 | – | – | |||
| $9.3K | 0% | 88 | New | +$9.3K | |||
| $9.27K | 0% | 434 +116 | +36% | +$2.48K | |||
| $8.97K | 0% | 219 | – | – | |||
| $8.83K | 0% | 211 -187 | -47% | -$7.82K | |||
| $8.81K | 0% | 10,000 | – | – | |||
| $8.77K | 0% | 97 +54 | +126% | +$4.88K | |||
| $8.75K | 0% | 384 | – | – | |||
| $8.69K | 0% | 172 -158 | -48% | -$7.98K | |||
| $8.66K | 0% | 125 | – | – | |||
| $8.52K | 0% | 108 -55 | -34% | -$4.34K | |||
| $8.47K | 0% | 175 | – | – | |||
| $8.46K | 0% | 46 | – | – | |||
| $8.36K | 0% | 325 | – | – | |||
| $8.31K | 0% | 36 -103 | -74% | -$23.8K | |||
| $8.24K | 0% | 102 +20 | +24% | +$1.62K | |||
| $8.23K | 0% | 163 -66 | -29% | -$3.33K | |||
| $8.18K | 0% | 92 | – | – | |||
| $8.18K | 0% | 37 -2 | -5% | -$442 | |||
| $8.11K | 0% | 130 | – | – |
