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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5.41K ﹤0.01%
+64
702
$5.4K ﹤0.01%
+18
703
$5.34K ﹤0.01%
+32
704
$5.33K ﹤0.01%
+37
705
$5.33K ﹤0.01%
+50
706
$5.28K ﹤0.01%
+113
707
$5.26K ﹤0.01%
+23
708
$5.16K ﹤0.01%
+192
709
$5.14K ﹤0.01%
+55
710
$5.14K ﹤0.01%
+35
711
$5.12K ﹤0.01%
+69
712
$5.11K ﹤0.01%
+39
713
$5.1K ﹤0.01%
+88
714
$5.05K ﹤0.01%
+40
715
$5.03K ﹤0.01%
+154
716
$5.01K ﹤0.01%
+100
717
$5.01K ﹤0.01%
+9
718
$5.01K ﹤0.01%
+15
719
$4.99K ﹤0.01%
+101
720
$4.98K ﹤0.01%
+104
721
$4.96K ﹤0.01%
+59
722
$4.95K ﹤0.01%
+133
723
$4.92K ﹤0.01%
+330
724
$4.86K ﹤0.01%
+121
725
$4.86K ﹤0.01%
+1,123
27 28
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