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
51
$941K 0.29%
13,283
+671
52
$940K 0.29%
13,870
-262
53
$931K 0.28%
1,416
+26
54
$903K 0.28%
30,620
+8,420
55
$890K 0.27%
5,573
+30
56
$875K 0.27%
9,794
+419
57
$847K 0.26%
15,400
+2,293
58
$842K 0.26%
7,310
+5
59
$800K 0.24%
4,720
+974
60
$773K 0.24%
1,145
+20
61
$766K 0.23%
9,837
+3,514
62
$766K 0.23%
12,852
-2,251
63
$756K 0.23%
508
+21
64
$751K 0.23%
2,790
+152
65
$743K 0.23%
4,275
+4,079
66
$741K 0.23%
4,928
+587
67
$739K 0.23%
2,359
+105
68
$731K 0.22%
2,125
-1,170
69
$727K 0.22%
3,673
-1,015
70
$700K 0.21%
5,117
+235
71
$700K 0.21%
3,846
+57
72
$697K 0.21%
7,825
+320
73
$697K 0.21%
50,880
+2,000
74
$696K 0.21%
2,978
+42
75
$688K 0.21%
14,662
+2,073
1 2
3
4 5