WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

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
$5.07K ﹤0.01%
34
677
$5.04K ﹤0.01%
50
-2
678
$4.93K ﹤0.01%
56
679
$4.9K ﹤0.01%
300
680
$4.88K ﹤0.01%
238
+1
681
$4.86K ﹤0.01%
+197
682
$4.86K ﹤0.01%
+6
683
$4.84K ﹤0.01%
40
684
$4.82K ﹤0.01%
28
+18
685
$4.71K ﹤0.01%
100
686
$4.7K ﹤0.01%
6
687
$4.7K ﹤0.01%
+11
688
$4.61K ﹤0.01%
154
689
$4.6K ﹤0.01%
+139
690
$4.59K ﹤0.01%
94
-16
691
$4.58K ﹤0.01%
1,000
692
$4.56K ﹤0.01%
499
693
$4.49K ﹤0.01%
83
694
$4.45K ﹤0.01%
50
-6
695
$4.44K ﹤0.01%
24
696
$4.41K ﹤0.01%
3,800
697
$4.38K ﹤0.01%
+57
698
$4.33K ﹤0.01%
+225
699
$4.33K ﹤0.01%
101
700
$4.31K ﹤0.01%
9
26 27
28
29 30