WWP
WR Wealth Planners Portfolio holdings
AUM $311M
AUM
$311M
AUM Growth
-$48.5M (-13%)
Cap. Flow
-$43.7M
Cap. Flow % of AUM
-14.06%
Top 10 Holdings %Top 10 Hldgs %
50.42%
Holding
1,211
New
66
Increased
323
Reduced
358
Closed
104
Top Buys
| 1 | $1.18M | |
| 2 | $1.04M | |
| 3 | $981K | |
| 4 | $720K | |
| 5 | $707K |
Top Sells
| 1 | $5.51M | |
| 2 | $4.37M | |
| 3 | $2.85M | |
| 4 | $2.74M | |
| 5 | $2.7M |
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.06K | 0% | 60 | – | – | |||
| $5.04K | 0% | 8 -13 | -62% | -$8.19K | |||
| $5.03K | 0% | 30 -4 | -12% | -$671 | |||
| $5K | 0% | 28 | – | – | |||
| $5K | 0% | 249 +6 | +2% | +$120 | |||
| $4.93K | 0% | 200 | – | – | |||
| $4.89K | 0% | 198 | New | +$4.89K | |||
| $4.88K | 0% | 289 +4 | +1% | +$68 | |||
| $4.85K | 0% | 7 -69 | -91% | -$47.8K | |||
| $4.84K | 0% | 23 -18 | -44% | -$3.79K | |||
| $4.8K | 0% | 16 +3 | +23% | +$900 | |||
| $4.79K | 0% | 92 | – | – | |||
| $4.76K | 0% | 44 -1 | -2% | -$108 | |||
| $4.64K | 0% | 100 | – | – | |||
| $4.62K | 0% | 103 | – | – | |||
| $4.6K | 0% | 101 | – | – | |||
| $4.59K | 0% | 17 | New | +$4.59K | |||
| $4.54K | 0% | 60 | – | – | |||
| $4.54K | 0% | 36 +8 | +29% | +$1.01K | |||
| $4.53K | 0% | 115 | – | – | |||
| $4.48K | 0% | 29 +7 | +32% | +$1.08K | |||
| $4.47K | 0% | 46 -77 | -63% | -$7.48K | |||
| $4.46K | 0% | 50 | – | – | |||
| $4.44K | 0% | 48 | – | – | |||
| $4.41K | 0% | 37 | – | – |
