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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

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%
464
+6
627
$7.03K ﹤0.01%
90
628
$7.02K ﹤0.01%
109
-55
629
$7.01K ﹤0.01%
57
630
$6.91K ﹤0.01%
1,167
631
$6.88K ﹤0.01%
203
632
$6.64K ﹤0.01%
135
633
$6.53K ﹤0.01%
118
-4
634
$6.48K ﹤0.01%
+31
635
$6.45K ﹤0.01%
1,000
636
$6.43K ﹤0.01%
172
637
$6.42K ﹤0.01%
14
-72
638
$6.42K ﹤0.01%
125
639
$6.34K ﹤0.01%
50
640
$6.33K ﹤0.01%
210
641
$6.33K ﹤0.01%
55
642
$6.3K ﹤0.01%
1,000
643
$6.29K ﹤0.01%
600
644
$6.25K ﹤0.01%
+445
645
$6.21K ﹤0.01%
42
646
$6.17K ﹤0.01%
129
+35
647
$6.11K ﹤0.01%
200
648
$6.05K ﹤0.01%
180
649
$6.05K ﹤0.01%
1,000
650
$5.93K ﹤0.01%
18
24 25
26
27 28