WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
956
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.07M
3
+$1.63M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.22M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$683K
2
+$634K
3
+$609K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$529K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$494K

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
626
$7.03K ﹤0.01%
90
627
$7.02K ﹤0.01%
109
-55
628
$7.01K ﹤0.01%
57
629
$6.91K ﹤0.01%
1,167
630
$6.88K ﹤0.01%
203
631
$6.64K ﹤0.01%
135
632
$6.53K ﹤0.01%
118
-4
633
$6.48K ﹤0.01%
+31
634
$6.45K ﹤0.01%
1,000
635
$6.43K ﹤0.01%
172
636
$6.42K ﹤0.01%
14
-72
637
$6.42K ﹤0.01%
125
638
$6.34K ﹤0.01%
50
639
$6.33K ﹤0.01%
210
640
$6.33K ﹤0.01%
55
641
$6.3K ﹤0.01%
1,000
642
$6.29K ﹤0.01%
600
643
$6.25K ﹤0.01%
+445
644
$6.21K ﹤0.01%
42
645
$6.17K ﹤0.01%
129
+35
646
$6.11K ﹤0.01%
200
647
$6.05K ﹤0.01%
180
648
$6.05K ﹤0.01%
1,000
649
$5.93K ﹤0.01%
18
650
$5.93K ﹤0.01%
134
24 25
26
27 28