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
676
$5.17K ﹤0.01%
38
677
$5.07K ﹤0.01%
34
678
$5.04K ﹤0.01%
50
-2
679
$4.93K ﹤0.01%
56
680
$4.9K ﹤0.01%
300
681
$4.88K ﹤0.01%
238
+1
682
$4.86K ﹤0.01%
+197
683
$4.86K ﹤0.01%
+6
684
$4.84K ﹤0.01%
40
685
$4.82K ﹤0.01%
28
+18
686
$4.71K ﹤0.01%
100
687
$4.7K ﹤0.01%
6
688
$4.7K ﹤0.01%
+11
689
$4.61K ﹤0.01%
154
690
$4.6K ﹤0.01%
+139
691
$4.59K ﹤0.01%
94
-16
692
$4.58K ﹤0.01%
1,000
693
$4.56K ﹤0.01%
499
694
$4.49K ﹤0.01%
83
695
$4.45K ﹤0.01%
50
-6
696
$4.44K ﹤0.01%
24
697
$4.41K ﹤0.01%
3,800
698
$4.38K ﹤0.01%
+57
699
$4.33K ﹤0.01%
+225
700
$4.33K ﹤0.01%
101
26 27
28
29 30