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
726
$3.38K ﹤0.01%
21
-20
727
$3.34K ﹤0.01%
+32
728
$3.27K ﹤0.01%
50
729
$3.2K ﹤0.01%
90
-533
730
$3.18K ﹤0.01%
100
731
$3.17K ﹤0.01%
100
732
$3.13K ﹤0.01%
120
-29
733
$3.11K ﹤0.01%
42
-4
734
$3.08K ﹤0.01%
14
735
$3.08K ﹤0.01%
+89
736
$3.07K ﹤0.01%
27
737
$3.04K ﹤0.01%
86
738
$3.01K ﹤0.01%
37
-50
739
$2.87K ﹤0.01%
291
740
$2.85K ﹤0.01%
+49
741
$2.84K ﹤0.01%
108
742
$2.83K ﹤0.01%
140
-138
743
$2.77K ﹤0.01%
547
-51
744
$2.74K ﹤0.01%
100
745
$2.69K ﹤0.01%
149
+3
746
$2.69K ﹤0.01%
51
747
$2.66K ﹤0.01%
102
748
$2.64K ﹤0.01%
+110
749
$2.55K ﹤0.01%
+40
750
$2.52K ﹤0.01%
214
28 29
30
31 32