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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

Sector Composition

1 Technology 9.89%
2 Industrials 4.66%
3 Financials 3.85%
4 Healthcare 3.85%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6.01K ﹤0.01%
1,000
652
$5.98K ﹤0.01%
18
-102
653
$5.96K ﹤0.01%
135
654
$5.95K ﹤0.01%
64
-366
655
$5.82K ﹤0.01%
100
656
$5.82K ﹤0.01%
+121
657
$5.81K ﹤0.01%
17
-12
658
$5.74K ﹤0.01%
122
659
$5.72K ﹤0.01%
250
660
$5.72K ﹤0.01%
238
-68
661
$5.71K ﹤0.01%
36
+2
662
$5.7K ﹤0.01%
200
663
$5.56K ﹤0.01%
331
+236
664
$5.56K ﹤0.01%
1,015
+15
665
$5.54K ﹤0.01%
1,742
666
$5.52K ﹤0.01%
25
-10
667
$5.49K ﹤0.01%
100
668
$5.47K ﹤0.01%
48
-109
669
$5.46K ﹤0.01%
180
-40
670
$5.45K ﹤0.01%
110
671
$5.42K ﹤0.01%
43
672
$5.41K ﹤0.01%
42
673
$5.4K ﹤0.01%
+50
674
$5.31K ﹤0.01%
46
+39
675
$5.19K ﹤0.01%
112
+1
25 26
27
28 29