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
651
$7.23K ﹤0.01%
+1,830
652
$7.21K ﹤0.01%
36
+28
653
$7.15K ﹤0.01%
121
-39
654
$7.14K ﹤0.01%
712
655
$7.14K ﹤0.01%
39
+4
656
$7.14K ﹤0.01%
125
657
$7.13K ﹤0.01%
67
-149
658
$7.13K ﹤0.01%
73
-46
659
$7.11K ﹤0.01%
415
660
$7.08K ﹤0.01%
135
661
$7.04K ﹤0.01%
158
-217
662
$7.03K ﹤0.01%
91
663
$6.99K ﹤0.01%
174
+92
664
$6.91K ﹤0.01%
86
+32
665
$6.77K ﹤0.01%
22
+2
666
$6.74K ﹤0.01%
70
+7
667
$6.67K ﹤0.01%
203
668
$6.56K ﹤0.01%
114
669
$6.48K ﹤0.01%
100
670
$6.47K ﹤0.01%
81
671
$6.46K ﹤0.01%
137
-168
672
$6.45K ﹤0.01%
132
673
$6.41K ﹤0.01%
135
674
$6.38K ﹤0.01%
177
+69
675
$6.36K ﹤0.01%
36
+4
25 26
27
28 29