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
651
$5.93K ﹤0.01%
134
652
$5.93K ﹤0.01%
360
653
$5.92K ﹤0.01%
64
654
$5.9K ﹤0.01%
85
-15
655
$5.88K ﹤0.01%
161
656
$5.86K ﹤0.01%
1,000
657
$5.83K ﹤0.01%
62
-61
658
$5.81K ﹤0.01%
38
659
$5.79K ﹤0.01%
156
+13
660
$5.75K ﹤0.01%
331
661
$5.72K ﹤0.01%
83
662
$5.7K ﹤0.01%
100
663
$5.65K ﹤0.01%
25
664
$5.65K ﹤0.01%
246
+8
665
$5.64K ﹤0.01%
868
-52
666
$5.63K ﹤0.01%
1,015
667
$5.61K ﹤0.01%
22
+9
668
$5.42K ﹤0.01%
122
669
$5.32K ﹤0.01%
+500
670
$5.3K ﹤0.01%
384
671
$5.28K ﹤0.01%
43
672
$5.17K ﹤0.01%
10,000
673
$5.13K ﹤0.01%
112
674
$5.1K ﹤0.01%
1,758
675
$5.09K ﹤0.01%
110
25 26
27
28 29