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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4.85K ﹤0.01%
+31
727
$4.82K ﹤0.01%
+64
728
$4.79K ﹤0.01%
+157
729
$4.71K ﹤0.01%
+108
730
$4.7K ﹤0.01%
+61
731
$4.69K ﹤0.01%
+22
732
$4.65K ﹤0.01%
+162
733
$4.64K ﹤0.01%
+10
734
$4.58K ﹤0.01%
+35
735
$4.57K ﹤0.01%
+81
736
$4.56K ﹤0.01%
+3
737
$4.54K ﹤0.01%
+48
738
$4.47K ﹤0.01%
+2,600
739
$4.47K ﹤0.01%
+26
740
$4.43K ﹤0.01%
+174
741
$4.42K ﹤0.01%
+143
742
$4.4K ﹤0.01%
+26
743
$4.37K ﹤0.01%
+18
744
$4.37K ﹤0.01%
+11
745
$4.34K ﹤0.01%
+156
746
$4.33K ﹤0.01%
+238
747
$4.31K ﹤0.01%
+234
748
$4.3K ﹤0.01%
+63
749
$4.29K ﹤0.01%
+34
750
$4.25K ﹤0.01%
+134
28 29
30
31 32