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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8.6K ﹤0.01%
+619
627
$8.55K ﹤0.01%
+321
628
$8.54K ﹤0.01%
+384
629
$8.43K ﹤0.01%
+712
630
$8.38K ﹤0.01%
+175
631
$8.35K ﹤0.01%
+141
632
$8.34K ﹤0.01%
+1,167
633
$8.29K ﹤0.01%
+101
634
$8.14K ﹤0.01%
+439
635
$8.11K ﹤0.01%
+35
636
$8.1K ﹤0.01%
+300
637
$8.01K ﹤0.01%
+452
638
$7.98K ﹤0.01%
+71
639
$7.92K ﹤0.01%
+2,000
640
$7.87K ﹤0.01%
+60
641
$7.85K ﹤0.01%
+125
642
$7.71K ﹤0.01%
+177
643
$7.71K ﹤0.01%
+161
644
$7.7K ﹤0.01%
+146
645
$7.51K ﹤0.01%
+240
646
$7.47K ﹤0.01%
+104
647
$7.43K ﹤0.01%
+9
648
$7.36K ﹤0.01%
+135
649
$7.36K ﹤0.01%
+79
650
$7.33K ﹤0.01%
+203
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