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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6.25K ﹤0.01%
+63
677
$6.23K ﹤0.01%
10,000
678
$6.23K ﹤0.01%
+20
679
$6.2K ﹤0.01%
+40
680
$6.15K ﹤0.01%
+1,758
681
$6.15K ﹤0.01%
+113
682
$6.11K ﹤0.01%
+135
683
$6.03K ﹤0.01%
+83
684
$5.97K ﹤0.01%
+66
685
$5.93K ﹤0.01%
+240
686
$5.92K ﹤0.01%
+62
687
$5.86K ﹤0.01%
+92
688
$5.81K ﹤0.01%
+60
689
$5.75K ﹤0.01%
+117
690
$5.75K ﹤0.01%
+99
691
$5.74K ﹤0.01%
+25
692
$5.73K ﹤0.01%
+88
693
$5.72K ﹤0.01%
+300
694
$5.71K ﹤0.01%
+56
695
$5.69K ﹤0.01%
+87
696
$5.62K ﹤0.01%
+100
697
$5.52K ﹤0.01%
+445
698
$5.5K ﹤0.01%
+20
699
$5.46K ﹤0.01%
+1,015
700
$5.46K ﹤0.01%
+21
26 27
28
29 30