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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

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
$8.51K ﹤0.01%
331
602
$8.48K ﹤0.01%
300
603
$8.47K ﹤0.01%
+50
604
$8.43K ﹤0.01%
200
605
$8.35K ﹤0.01%
82
-8
606
$8.29K ﹤0.01%
471
607
$8.27K ﹤0.01%
175
608
$8.14K ﹤0.01%
40
609
$8.03K ﹤0.01%
500
610
$7.97K ﹤0.01%
274
+74
611
$7.92K ﹤0.01%
491
612
$7.83K ﹤0.01%
+141
613
$7.8K ﹤0.01%
537
614
$7.76K ﹤0.01%
80
615
$7.69K ﹤0.01%
241
616
$7.68K ﹤0.01%
274
617
$7.63K ﹤0.01%
114
618
$7.58K ﹤0.01%
553
619
$7.57K ﹤0.01%
892
-174
620
$7.41K ﹤0.01%
811
621
$7.41K ﹤0.01%
52
622
$7.38K ﹤0.01%
119
623
$7.13K ﹤0.01%
100
624
$7.07K ﹤0.01%
275
625
$7.05K ﹤0.01%
240
23 24
25
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