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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6.35K ﹤0.01%
281
+2
677
$6.35K ﹤0.01%
+37
678
$6.24K ﹤0.01%
1,510
679
$6.23K ﹤0.01%
41
+4
680
$6.18K ﹤0.01%
82
+13
681
$6.17K ﹤0.01%
1,000
682
$6.14K ﹤0.01%
14
+4
683
$6.11K ﹤0.01%
325
684
$6.07K ﹤0.01%
92
685
$6.06K ﹤0.01%
157
-9,475
686
$6.05K ﹤0.01%
40
+24
687
$6K ﹤0.01%
+200
688
$6K ﹤0.01%
100
689
$5.98K ﹤0.01%
83
690
$5.92K ﹤0.01%
39
+8
691
$5.91K ﹤0.01%
1,758
692
$5.89K ﹤0.01%
113
693
$5.88K ﹤0.01%
278
-174
694
$5.86K ﹤0.01%
2,000
695
$5.84K ﹤0.01%
66
696
$5.84K ﹤0.01%
23
+2
697
$5.82K ﹤0.01%
40
698
$5.8K ﹤0.01%
300
699
$5.7K ﹤0.01%
99
700
$5.69K ﹤0.01%
170
-431
26 27
28
29 30