WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
956
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.07M
3
+$1.63M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.22M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$683K
2
+$634K
3
+$609K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$529K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$494K

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
$3.92K ﹤0.01%
174
-271
702
$3.91K ﹤0.01%
3,800
703
$3.9K ﹤0.01%
105
+1
704
$3.87K ﹤0.01%
300
705
$3.83K ﹤0.01%
125
+100
706
$3.83K ﹤0.01%
45
707
$3.8K ﹤0.01%
156
708
$3.76K ﹤0.01%
225
709
$3.71K ﹤0.01%
+59
710
$3.71K ﹤0.01%
34
711
$3.7K ﹤0.01%
61
712
$3.69K ﹤0.01%
14
713
$3.64K ﹤0.01%
106
+56
714
$3.61K ﹤0.01%
115
715
$3.56K ﹤0.01%
2,000
716
$3.55K ﹤0.01%
100
717
$3.54K ﹤0.01%
52
718
$3.53K ﹤0.01%
+45
719
$3.48K ﹤0.01%
+11
720
$3.37K ﹤0.01%
32
721
$3.31K ﹤0.01%
1,096
722
$3.27K ﹤0.01%
27
723
$3.27K ﹤0.01%
1,104
-942
724
$3.25K ﹤0.01%
+100
725
$3.15K ﹤0.01%
2,600
27 28
29
30 31