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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

Sector Composition

1 Technology 9.89%
2 Industrials 4.66%
3 Financials 3.85%
4 Healthcare 3.85%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$7.09K ﹤0.01%
+200
627
$7.05K ﹤0.01%
240
628
$6.94K ﹤0.01%
241
629
$6.92K ﹤0.01%
122
630
$6.91K ﹤0.01%
135
631
$6.89K ﹤0.01%
+172
632
$6.88K ﹤0.01%
100
633
$6.85K ﹤0.01%
+600
634
$6.84K ﹤0.01%
553
635
$6.81K ﹤0.01%
143
-72
636
$6.81K ﹤0.01%
2,046
-874
637
$6.78K ﹤0.01%
200
638
$6.6K ﹤0.01%
10,000
639
$6.59K ﹤0.01%
1,000
640
$6.55K ﹤0.01%
125
-25
641
$6.52K ﹤0.01%
384
642
$6.51K ﹤0.01%
920
-366
643
$6.5K ﹤0.01%
210
-978
644
$6.45K ﹤0.01%
+84
645
$6.4K ﹤0.01%
100
646
$6.29K ﹤0.01%
200
647
$6.26K ﹤0.01%
55
648
$6.13K ﹤0.01%
52
+20
649
$6.13K ﹤0.01%
100
650
$6.09K ﹤0.01%
161
24 25
26
27 28