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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

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
$3.15K ﹤0.01%
2,600
727
$3.06K ﹤0.01%
+107
728
$3.05K ﹤0.01%
186
729
$3.02K ﹤0.01%
90
730
$3.01K ﹤0.01%
100
731
$3K ﹤0.01%
35
732
$2.97K ﹤0.01%
14
733
$2.96K ﹤0.01%
195
734
$2.96K ﹤0.01%
100
735
$2.89K ﹤0.01%
28
736
$2.89K ﹤0.01%
20
737
$2.87K ﹤0.01%
87
+1
738
$2.77K ﹤0.01%
108
739
$2.68K ﹤0.01%
+100
740
$2.67K ﹤0.01%
34
-52
741
$2.66K ﹤0.01%
291
742
$2.65K ﹤0.01%
+138
743
$2.64K ﹤0.01%
149
744
$2.63K ﹤0.01%
547
745
$2.62K ﹤0.01%
49
746
$2.55K ﹤0.01%
40
747
$2.54K ﹤0.01%
60
748
$2.52K ﹤0.01%
51
749
$2.52K ﹤0.01%
37
750
$2.52K ﹤0.01%
376
-106
28 29
30
31 32