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
601
$8.73K ﹤0.01%
360
602
$8.63K ﹤0.01%
426
-15
603
$8.48K ﹤0.01%
916
604
$8.47K ﹤0.01%
+476
605
$8.47K ﹤0.01%
144
606
$8.45K ﹤0.01%
94
607
$8.43K ﹤0.01%
57
+20
608
$8.35K ﹤0.01%
563
-75
609
$8.3K ﹤0.01%
175
610
$8.21K ﹤0.01%
544
611
$8.1K ﹤0.01%
100
612
$8.08K ﹤0.01%
+44
613
$8.06K ﹤0.01%
90
614
$8.05K ﹤0.01%
55
615
$7.91K ﹤0.01%
+40
616
$7.86K ﹤0.01%
1,066
+124
617
$7.74K ﹤0.01%
1,758
618
$7.61K ﹤0.01%
458
+8
619
$7.55K ﹤0.01%
1,167
620
$7.47K ﹤0.01%
86
+52
621
$7.43K ﹤0.01%
811
622
$7.4K ﹤0.01%
500
623
$7.28K ﹤0.01%
+275
624
$7.28K ﹤0.01%
203
625
$7.25K ﹤0.01%
119
23 24
25
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