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
51
$857K 0.33%
14,059
+180
52
$853K 0.33%
20,860
+86
53
$852K 0.33%
2,854
+49
54
$822K 0.32%
4,742
+400
55
$816K 0.32%
8,704
-719
56
$792K 0.31%
1,647
+68
57
$787K 0.3%
17,575
+183
58
$776K 0.3%
6,484
+751
59
$773K 0.3%
7,212
+2,343
60
$765K 0.3%
11,900
+110
61
$740K 0.29%
9,539
+63
62
$728K 0.28%
1,552
+652
63
$695K 0.27%
8,504
+287
64
$664K 0.26%
37,924
+2,246
65
$656K 0.25%
31,503
+1,157
66
$646K 0.25%
53,600
+4,040
67
$630K 0.24%
1,289
+145
68
$604K 0.23%
6,064
+2,402
69
$601K 0.23%
4,019
+914
70
$560K 0.22%
1,814
-14
71
$556K 0.22%
6,649
+1,527
72
$551K 0.21%
5,056
+128
73
$549K 0.21%
10,535
+361
74
$549K 0.21%
12,695
-400
75
$541K 0.21%
7,747
+316
1 2
3
4 5