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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9.92K ﹤0.01%
+1,800
602
$9.83K ﹤0.01%
+25
603
$9.78K ﹤0.01%
+36
604
$9.78K ﹤0.01%
+109
605
$9.77K ﹤0.01%
+119
606
$9.69K ﹤0.01%
+230
607
$9.55K ﹤0.01%
+240
608
$9.49K ﹤0.01%
+600
609
$9.46K ﹤0.01%
+218
610
$9.43K ﹤0.01%
+140
611
$9.41K ﹤0.01%
+525
612
$9.4K ﹤0.01%
+202
613
$9.24K ﹤0.01%
+471
614
$9.14K ﹤0.01%
+3,300
615
$9.12K ﹤0.01%
+297
616
$8.87K ﹤0.01%
+154
617
$8.85K ﹤0.01%
+170
618
$8.81K ﹤0.01%
+17
619
$8.8K ﹤0.01%
+209
620
$8.8K ﹤0.01%
+194
621
$8.77K ﹤0.01%
+20
622
$8.71K ﹤0.01%
+114
623
$8.7K ﹤0.01%
+91
624
$8.69K ﹤0.01%
+46
625
$8.67K ﹤0.01%
+117
23 24
25
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