WWP
WR Wealth Planners Portfolio holdings
AUM $311M
AUM
$311M
AUM Growth
-$48.5M (-13%)
Cap. Flow
-$43.7M
Cap. Flow % of AUM
-14.06%
Top 10 Holdings %Top 10 Hldgs %
50.42%
Holding
1,211
New
66
Increased
323
Reduced
358
Closed
104
Top Buys
| 1 | $1.18M | |
| 2 | $1.04M | |
| 3 | $981K | |
| 4 | $720K | |
| 5 | $707K |
Top Sells
| 1 | $5.51M | |
| 2 | $4.37M | |
| 3 | $2.85M | |
| 4 | $2.74M | |
| 5 | $2.7M |
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $6.51K | 0% | 121 | – | – | |||
| $6.51K | 0% | 145 +24 | +20% | +$1.08K | |||
| $6.5K | 0% | 28 +5 | +22% | +$1.16K | |||
| $6.47K | 0% | 18 +1 | +6% | +$359 | |||
| $6.38K | 0% | 151 +10 | +7% | +$423 | |||
| $6.36K | 0% | 114 | – | – | |||
| $6.34K | 0% | 23 +3 | +15% | +$826 | |||
| $6.32K | 0% | 72 -42 | -37% | -$3.68K | |||
| $6.27K | 0% | 200 | – | – | |||
| $6.22K | 0% | 67 | – | – | |||
| $6.1K | 0% | 85 +1 | +1% | +$72 | |||
| $6.04K | 0% | 142 -9 | -6% | -$383 | |||
| $5.95K | 0% | 28 +6 | +27% | +$1.28K | |||
| $5.94K | 0% | 66 -208 | -76% | -$18.7K | |||
| $5.93K | 0% | 56 | – | – | |||
| $5.91K | 0% | 70 | – | – | |||
| $5.91K | 0% | 44 +16 | +57% | +$2.15K | |||
| $5.91K | 0% | 167 | – | – | |||
| $5.9K | 0% | 16 -6 | -27% | -$2.21K | |||
| $5.83K | 0% | 56 +10 | +22% | +$1.04K | |||
| $5.79K | 0% | 300 | – | – | |||
| $5.75K | 0% | 28 +12 | +75% | +$2.47K | |||
| $5.74K | 0% | 56 | – | – | |||
| $5.69K | 0% | 19 +4 | +27% | +$1.2K | |||
| $5.66K | 0% | 6 -5 | -45% | -$4.71K |
