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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

Sector Composition

1 Technology 9.03%
2 Industrials 4.42%
3 Financials 3.94%
4 Healthcare 3.89%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.98K ﹤0.01%
100
677
$4.97K ﹤0.01%
46
678
$4.95K ﹤0.01%
50
679
$4.91K ﹤0.01%
24
680
$4.87K ﹤0.01%
28
681
$4.79K ﹤0.01%
101
682
$4.78K ﹤0.01%
11
683
$4.78K ﹤0.01%
250
684
$4.67K ﹤0.01%
12
+8
685
$4.61K ﹤0.01%
56
686
$4.59K ﹤0.01%
100
687
$4.58K ﹤0.01%
40
688
$4.56K ﹤0.01%
+50
689
$4.49K ﹤0.01%
1,742
690
$4.45K ﹤0.01%
200
691
$4.42K ﹤0.01%
48
692
$4.41K ﹤0.01%
+200
693
$4.36K ﹤0.01%
6
694
$4.28K ﹤0.01%
50
695
$4.27K ﹤0.01%
499
696
$4.25K ﹤0.01%
56
697
$4.23K ﹤0.01%
100
698
$4.13K ﹤0.01%
143
699
$4.11K ﹤0.01%
9
700
$4.08K ﹤0.01%
154
+52
26 27
28
29 30