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
51
$834K 0.32%
7,094
-118
52
$794K 0.3%
14,391
+503
53
$791K 0.3%
18,483
+908
54
$782K 0.3%
10,809
-2,361
55
$778K 0.3%
35,305
-28,169
56
$772K 0.29%
8,505
-199
57
$771K 0.29%
16,195
-10,686
58
$746K 0.28%
2,832
-22
59
$745K 0.28%
8,389
-2,931
60
$744K 0.28%
11,870
-30
61
$743K 0.28%
4,872
+130
62
$737K 0.28%
19,830
-1,030
63
$706K 0.27%
8,973
+469
64
$656K 0.25%
8,414
-1,125
65
$644K 0.25%
26,271
+6,073
66
$623K 0.24%
8,122
+375
67
$600K 0.23%
37,850
-74
68
$593K 0.23%
5,809
+1,962
69
$590K 0.22%
1,154
+50
70
$587K 0.22%
1,151
-138
71
$581K 0.22%
1,893
+79
72
$571K 0.22%
6,057
-7
73
$567K 0.22%
5,086
+30
74
$565K 0.22%
53,600
75
$540K 0.21%
2,089
+88
1 2
3
4 5