WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.07M
3
+$1.63M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.22M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$683K
2
+$634K
3
+$609K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$529K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$494K

Sector Composition

1 Technology 9.03%
2 Industrials 4.42%
3 Financials 3.94%
4 Healthcare 3.89%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8.48K ﹤0.01%
300
602
$8.47K ﹤0.01%
+50
603
$8.43K ﹤0.01%
200
604
$8.35K ﹤0.01%
82
-8
605
$8.29K ﹤0.01%
471
606
$8.27K ﹤0.01%
175
607
$8.14K ﹤0.01%
40
608
$8.03K ﹤0.01%
500
609
$7.97K ﹤0.01%
274
+74
610
$7.92K ﹤0.01%
491
611
$7.83K ﹤0.01%
+141
612
$7.8K ﹤0.01%
537
613
$7.76K ﹤0.01%
80
614
$7.69K ﹤0.01%
241
615
$7.68K ﹤0.01%
274
616
$7.63K ﹤0.01%
114
617
$7.58K ﹤0.01%
553
618
$7.57K ﹤0.01%
892
-174
619
$7.41K ﹤0.01%
811
620
$7.41K ﹤0.01%
52
621
$7.38K ﹤0.01%
119
622
$7.13K ﹤0.01%
100
623
$7.07K ﹤0.01%
275
624
$7.05K ﹤0.01%
240
625
$7.03K ﹤0.01%
464
+6
23 24
25
26 27