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
701
$4.02K ﹤0.01%
50
702
$3.92K ﹤0.01%
174
-271
703
$3.91K ﹤0.01%
3,800
704
$3.9K ﹤0.01%
105
+1
705
$3.87K ﹤0.01%
300
706
$3.83K ﹤0.01%
125
+100
707
$3.83K ﹤0.01%
45
708
$3.8K ﹤0.01%
156
709
$3.76K ﹤0.01%
225
710
$3.71K ﹤0.01%
+59
711
$3.71K ﹤0.01%
34
712
$3.7K ﹤0.01%
61
713
$3.69K ﹤0.01%
14
714
$3.64K ﹤0.01%
106
+56
715
$3.61K ﹤0.01%
115
716
$3.56K ﹤0.01%
2,000
717
$3.55K ﹤0.01%
100
718
$3.54K ﹤0.01%
52
719
$3.53K ﹤0.01%
+45
720
$3.48K ﹤0.01%
+11
721
$3.37K ﹤0.01%
32
722
$3.31K ﹤0.01%
1,096
723
$3.27K ﹤0.01%
27
724
$3.27K ﹤0.01%
1,104
-942
725
$3.25K ﹤0.01%
+100
27 28
29
30 31