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
651
$7.33K ﹤0.01%
+48
652
$7.32K ﹤0.01%
+279
653
$7.31K ﹤0.01%
+118
654
$7.28K ﹤0.01%
+2,600
655
$7.26K ﹤0.01%
+114
656
$7.21K ﹤0.01%
+125
657
$7.17K ﹤0.01%
+59
658
$7.16K ﹤0.01%
+27
659
$7.08K ﹤0.01%
+1,000
660
$7.03K ﹤0.01%
+67
661
$7.02K ﹤0.01%
+32
662
$7.02K ﹤0.01%
+114
663
$6.99K ﹤0.01%
+84
664
$6.93K ﹤0.01%
+134
665
$6.84K ﹤0.01%
56
-2,607
666
$6.84K ﹤0.01%
+415
667
$6.8K ﹤0.01%
+325
668
$6.75K ﹤0.01%
+173
669
$6.74K ﹤0.01%
+132
670
$6.74K ﹤0.01%
+100
671
$6.62K ﹤0.01%
+246
672
$6.52K ﹤0.01%
+81
673
$6.47K ﹤0.01%
+100
674
$6.46K ﹤0.01%
+91
675
$6.32K ﹤0.01%
+60
25 26
27
28 29