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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8.59K ﹤0.01%
209
627
$8.53K ﹤0.01%
170
628
$8.53K ﹤0.01%
600
629
$8.49K ﹤0.01%
175
630
$8.47K ﹤0.01%
384
631
$8.47K ﹤0.01%
125
632
$8.44K ﹤0.01%
+164
633
$8.36K ﹤0.01%
46
634
$8.32K ﹤0.01%
11
+2
635
$8.31K ﹤0.01%
642
+23
636
$8.25K ﹤0.01%
+50
637
$8.25K ﹤0.01%
33
-27
638
$8.21K ﹤0.01%
+1,170
639
$8.13K ﹤0.01%
141
640
$8.12K ﹤0.01%
161
641
$7.96K ﹤0.01%
25
642
$7.89K ﹤0.01%
40
-20
643
$7.87K ﹤0.01%
97
+38
644
$7.82K ﹤0.01%
1,675
-400
645
$7.74K ﹤0.01%
159
+55
646
$7.67K ﹤0.01%
337
-5
647
$7.4K ﹤0.01%
240
648
$7.33K ﹤0.01%
79
649
$7.3K ﹤0.01%
220
-20
650
$7.23K ﹤0.01%
56
24 25
26
27 28