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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

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
701
$4.31K ﹤0.01%
9
702
$4.28K ﹤0.01%
56
703
$4.21K ﹤0.01%
166
704
$4.15K ﹤0.01%
143
-1
705
$4.09K ﹤0.01%
14
+12
706
$4.06K ﹤0.01%
225
707
$4.04K ﹤0.01%
195
708
$4.03K ﹤0.01%
104
+1
709
$4.03K ﹤0.01%
28
-27
710
$4.01K ﹤0.01%
156
711
$3.88K ﹤0.01%
1,096
+15
712
$3.86K ﹤0.01%
54
713
$3.85K ﹤0.01%
482
714
$3.82K ﹤0.01%
115
715
$3.8K ﹤0.01%
2,000
716
$3.79K ﹤0.01%
52
717
$3.77K ﹤0.01%
2,600
718
$3.76K ﹤0.01%
+45
719
$3.75K ﹤0.01%
13
-19
720
$3.7K ﹤0.01%
1,639
721
$3.61K ﹤0.01%
35
-35
722
$3.51K ﹤0.01%
61
723
$3.4K ﹤0.01%
28
724
$3.4K ﹤0.01%
+175
725
$3.38K ﹤0.01%
+20
27 28
29
30 31