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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4.79K ﹤0.01%
87
+6
727
$4.77K ﹤0.01%
64
728
$4.74K ﹤0.01%
46
+15
729
$4.7K ﹤0.01%
60
-97
730
$4.67K ﹤0.01%
156
731
$4.65K ﹤0.01%
33
+16
732
$4.64K ﹤0.01%
+8,000
733
$4.58K ﹤0.01%
94
-23
734
$4.57K ﹤0.01%
158
+94
735
$4.56K ﹤0.01%
34,600
-1,500
736
$4.55K ﹤0.01%
235
-3
737
$4.5K ﹤0.01%
330
738
$4.5K ﹤0.01%
90
+19
739
$4.5K ﹤0.01%
34
740
$4.5K ﹤0.01%
48
741
$4.47K ﹤0.01%
22
+6
742
$4.43K ﹤0.01%
300
743
$4.42K ﹤0.01%
174
744
$4.38K ﹤0.01%
40
745
$4.33K ﹤0.01%
107
-1
746
$4.32K ﹤0.01%
15
+2
747
$4.31K ﹤0.01%
16
+10
748
$4.27K ﹤0.01%
177
749
$4.22K ﹤0.01%
2,059
+476
750
$4.18K ﹤0.01%
13
-81
28 29
30
31 32