WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
956
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.07M
3
+$1.63M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.22M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$683K
2
+$634K
3
+$609K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$529K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$494K

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
726
$3.06K ﹤0.01%
+107
727
$3.05K ﹤0.01%
186
728
$3.02K ﹤0.01%
90
729
$3.01K ﹤0.01%
100
730
$3K ﹤0.01%
35
731
$2.97K ﹤0.01%
14
732
$2.96K ﹤0.01%
195
733
$2.96K ﹤0.01%
100
734
$2.89K ﹤0.01%
28
735
$2.89K ﹤0.01%
20
736
$2.87K ﹤0.01%
87
+1
737
$2.77K ﹤0.01%
108
738
$2.68K ﹤0.01%
+100
739
$2.67K ﹤0.01%
34
-52
740
$2.66K ﹤0.01%
291
741
$2.65K ﹤0.01%
+138
742
$2.64K ﹤0.01%
149
743
$2.63K ﹤0.01%
547
744
$2.62K ﹤0.01%
98
745
$2.55K ﹤0.01%
40
746
$2.54K ﹤0.01%
60
747
$2.52K ﹤0.01%
51
748
$2.52K ﹤0.01%
37
749
$2.52K ﹤0.01%
376
-106
750
$2.51K ﹤0.01%
+56
28 29
30
31 32