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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5.64K ﹤0.01%
240
702
$5.62K ﹤0.01%
218
-103
703
$5.6K ﹤0.01%
56
704
$5.59K ﹤0.01%
500
705
$5.47K ﹤0.01%
78
-39
706
$5.47K ﹤0.01%
100
707
$5.36K ﹤0.01%
9
+2
708
$5.29K ﹤0.01%
118
+18
709
$5.25K ﹤0.01%
113
710
$5.24K ﹤0.01%
20
711
$5.21K ﹤0.01%
221
-25
712
$5.19K ﹤0.01%
60
713
$5.15K ﹤0.01%
87
714
$5.14K ﹤0.01%
141
+8
715
$5.14K ﹤0.01%
50
716
$5.01K ﹤0.01%
202
+44
717
$4.99K ﹤0.01%
17
+2
718
$4.96K ﹤0.01%
22
+4
719
$4.89K ﹤0.01%
28
+5
720
$4.89K ﹤0.01%
+200
721
$4.87K ﹤0.01%
238
+4
722
$4.85K ﹤0.01%
101
723
$4.84K ﹤0.01%
+91
724
$4.82K ﹤0.01%
9
725
$4.81K ﹤0.01%
88
27 28
29
30 31