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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9.49K ﹤0.01%
500
602
$9.42K ﹤0.01%
105
+45
603
$9.37K ﹤0.01%
202
604
$9.37K ﹤0.01%
218
605
$9.35K ﹤0.01%
140
606
$9.35K ﹤0.01%
444
607
$9.21K ﹤0.01%
28
+10
608
$9.18K ﹤0.01%
139
-186
609
$9.17K ﹤0.01%
471
610
$9.13K ﹤0.01%
370
+70
611
$9K ﹤0.01%
10,000
612
$8.96K ﹤0.01%
328
-87
613
$8.95K ﹤0.01%
456
614
$8.87K ﹤0.01%
96
+34
615
$8.83K ﹤0.01%
299
+2
616
$8.83K ﹤0.01%
64
+32
617
$8.73K ﹤0.01%
114
618
$8.72K ﹤0.01%
218
+1
619
$8.72K ﹤0.01%
178
-39
620
$8.67K ﹤0.01%
114
+10
621
$8.67K ﹤0.01%
29
+24
622
$8.67K ﹤0.01%
39
+12
623
$8.64K ﹤0.01%
384
624
$8.63K ﹤0.01%
67
625
$8.61K ﹤0.01%
91
23 24
25
26 27