WWP
WR Wealth Planners Portfolio holdings
AUM $311M
AUM
$311M
AUM Growth
-$48.5M (-13%)
Cap. Flow
-$43.7M
Cap. Flow % of AUM
-14.06%
Top 10 Holdings %Top 10 Hldgs %
50.42%
Holding
1,211
New
66
Increased
323
Reduced
358
Closed
104
Top Buys
| 1 | $1.18M | |
| 2 | $1.04M | |
| 3 | $981K | |
| 4 | $720K | |
| 5 | $707K |
Top Sells
| 1 | $5.51M | |
| 2 | $4.37M | |
| 3 | $2.85M | |
| 4 | $2.74M | |
| 5 | $2.7M |
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.38K | 0% | 40 +25 | +167% | +$2.74K | |||
| $4.35K | 0% | 37 +6 | +19% | +$705 | |||
| $4.33K | 0% | 31 -2 | -6% | -$280 | |||
| $4.33K | 0% | 174 | – | – | |||
| $4.22K | 0% | 61 -179 | -75% | -$12.4K | |||
| $4.2K | 0% | 87 -158 | -64% | -$7.62K | |||
| $4.14K | 0% | 14 +2 | +17% | +$591 | |||
| $4.11K | 0% | 112 | – | – | |||
| $4.11K | 0% | 150 | – | – | |||
| $4.09K | 0% | 52 -62 | -54% | -$4.87K | |||
| $4.06K | 0% | 16 +11 | +220% | +$2.79K | |||
| $4.03K | 0% | 3,175 | – | – | |||
| $4K | 0% | 107 | – | – | |||
| $3.98K | 0% | 2,354 -8,310 | -78% | -$14K | |||
| $3.97K | 0% | 59 | New | +$3.97K | |||
| $3.97K | 0% | 200 -1,630 | -89% | -$32.3K | |||
| $3.95K | 0% | 88 | – | – | |||
| $3.93K | 0% | 40 +15 | +60% | +$1.47K | |||
| $3.9K | 0% | 52 | – | – | |||
| $3.83K | 0% | 90 +1 | +1% | +$43 | |||
| $3.83K | 0% | 86 +25 | +41% | +$1.11K | |||
| $3.82K | 0% | 15 +2 | +15% | +$510 | |||
| $3.81K | 0% | 275 +8 | +3% | +$111 | |||
| $3.74K | 0% | 26 +8 | +44% | +$1.15K | |||
| $3.73K | 0% | 65 +20 | +44% | +$1.15K |
