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
$360M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.54M
3
+$3.15M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.1M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.83M

Top Sells

1
+$2.76M
2
+$2.33M
3
+$1.51M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.32M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.19M

Sector Composition

1 Technology 9.39%
2 Industrials 4.47%
3 Financials 3.95%
4 Healthcare 3.84%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GAUZ
651
Gauzy
GAUZ
$106M
$8.85K ﹤0.01%
1,000
DGS icon
652
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$8.81K ﹤0.01%
164
SPYG icon
653
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$8.8K ﹤0.01%
106
+80
PHG icon
654
Philips
PHG
$26B
$8.74K ﹤0.01%
278
-123
VGLT icon
655
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$8.68K ﹤0.01%
141
VTIP icon
656
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$8.63K ﹤0.01%
175
EMQQ icon
657
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$393M
$8.63K ﹤0.01%
220
VEEV icon
658
Veeva Systems
VEEV
$47.7B
$8.61K ﹤0.01%
41
+2
UPST icon
659
Upstart Holdings
UPST
$4.57B
$8.56K ﹤0.01%
214
-7
SOUN icon
660
SoundHound AI
SOUN
$7.18B
$8.53K ﹤0.01%
1,830
GME icon
661
GameStop
GME
$9.98B
$8.48K ﹤0.01%
370
COMT icon
662
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$639M
$8.47K ﹤0.01%
327
-1
PTC icon
663
PTC
PTC
$23.8B
$8.31K ﹤0.01%
46
TECB icon
664
iShares US Tech Breakthrough Multisector ETF
TECB
$477M
$8.25K ﹤0.01%
161
UPRO icon
665
ProShares UltraPro S&P 500
UPRO
$4.89B
$7.91K ﹤0.01%
92
+1
BHP icon
666
BHP
BHP
$145B
$7.76K ﹤0.01%
125
IXJ icon
667
iShares Global Healthcare ETF
IXJ
$3.97B
$7.75K ﹤0.01%
79
BBVA icon
668
Banco Bilbao Vizcaya Argentaria
BBVA
$116B
$7.72K ﹤0.01%
712
IHF icon
669
iShares US Healthcare Providers ETF
IHF
$797M
$7.71K ﹤0.01%
135
ONDS icon
670
Ondas Holdings
ONDS
$2.37B
$7.71K ﹤0.01%
10,000
+2,000
PDSB icon
671
PDS Biotechnology
PDSB
$44M
$7.64K ﹤0.01%
2,000
CVS icon
672
CVS Health
CVS
$99.2B
$7.61K ﹤0.01%
121
ING icon
673
ING
ING
$72.6B
$7.54K ﹤0.01%
415
DGRO icon
674
iShares Core Dividend Growth ETF
DGRO
$35.4B
$7.52K ﹤0.01%
120
+21
FMC icon
675
FMC
FMC
$1.9B
$7.52K ﹤0.01%
114
25 26
27
28 29