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
$311M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.04M
3
+$981K
4
FISV
Fiserv Inc
FISV
+$720K
5
JEF icon
Jefferies Financial Group
JEF
+$707K

Top Sells

1
+$5.51M
2
+$4.37M
3
+$2.85M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.74M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.7M

Sector Composition

1 Technology 9.77%
2 Financials 4.85%
3 Consumer Discretionary 4.43%
4 Industrials 4.37%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGS icon
626
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.6B
$8.02K ﹤0.01%
164
GME icon
627
GameStop
GME
$10.1B
$7.83K ﹤0.01%
250
-120
PYLD icon
628
PIMCO Multi Sector Bond Active ETF
PYLD
$9.81B
$7.83K ﹤0.01%
+302
VGLT icon
629
Vanguard Long-Term Treasury ETF
VGLT
$10B
$7.8K ﹤0.01%
141
ARM icon
630
Arm
ARM
$120B
$7.77K ﹤0.01%
63
-72
EMQQ icon
631
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$361M
$7.59K ﹤0.01%
220
HWM icon
632
Howmet Aerospace
HWM
$79.7B
$7.44K ﹤0.01%
68
-106
DGRO icon
633
iShares Core Dividend Growth ETF
DGRO
$35.5B
$7.36K ﹤0.01%
120
IYH icon
634
iShares US Healthcare ETF
IYH
$3.62B
$7.28K ﹤0.01%
125
-80
APP icon
635
Applovin
APP
$235B
$7.12K ﹤0.01%
+22
LIN icon
636
Linde
LIN
$196B
$7.12K ﹤0.01%
17
+3
CBRE icon
637
CBRE Group
CBRE
$47.8B
$7.09K ﹤0.01%
54
+18
F icon
638
Ford
F
$53.1B
$6.99K ﹤0.01%
706
-1,059
PSNL icon
639
Personalis
PSNL
$703M
$6.94K ﹤0.01%
1,200
OTIS icon
640
Otis Worldwide
OTIS
$34B
$6.85K ﹤0.01%
74
+4
ZTS icon
641
Zoetis
ZTS
$54.1B
$6.84K ﹤0.01%
42
-15
BTC
642
Grayscale Bitcoin Mini Trust ETF
BTC
$3.69B
$6.83K ﹤0.01%
163
-55
XYZ
643
Block Inc
XYZ
$39.1B
$6.8K ﹤0.01%
80
+9
COR icon
644
Cencora
COR
$66.1B
$6.74K ﹤0.01%
30
+8
ODFL icon
645
Old Dominion Freight Line
ODFL
$33.2B
$6.7K ﹤0.01%
38
+2
VCIT icon
646
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$6.67K ﹤0.01%
83
+1
PBE icon
647
Invesco Biotechnology & Genome ETF
PBE
$252M
$6.65K ﹤0.01%
100
UBS icon
648
UBS Group
UBS
$144B
$6.61K ﹤0.01%
218
-3
MSCI icon
649
MSCI
MSCI
$42.3B
$6.6K ﹤0.01%
11
+1
MOO icon
650
VanEck Agribusiness ETF
MOO
$587M
$6.58K ﹤0.01%
102
-147
24 25
26
27 28