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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
51
$904K 0.28%
1,390
+99
52
$900K 0.28%
15,103
-467
53
$874K 0.27%
9,853
+629
54
$857K 0.27%
1,698
+477
55
$849K 0.26%
7,305
-17
56
$831K 0.26%
+26,662
57
$824K 0.26%
4,688
+307
58
$806K 0.25%
12,612
+1,631
59
$805K 0.25%
9,375
+151
60
$762K 0.24%
2,198
+119
61
$759K 0.24%
1,723
+14
62
$757K 0.24%
2,254
+119
63
$748K 0.23%
2,652
-198
64
$739K 0.23%
48,880
-140
65
$726K 0.23%
2,936
+580
66
$714K 0.22%
4,566
+147
67
$708K 0.22%
+3,789
68
$688K 0.21%
+25,449
69
$683K 0.21%
1,125
+29
70
$671K 0.21%
4,882
+49
71
$658K 0.2%
13,107
+893
72
$655K 0.2%
1,169
+18
73
$654K 0.2%
2,638
+824
74
$647K 0.2%
3,583
-135
75
$635K 0.2%
22,200
-7,691
1 2
3
4 5