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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

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
751
$2.4K ﹤0.01%
37
-37
752
$2.38K ﹤0.01%
+60
753
$2.37K ﹤0.01%
46
754
$2.35K ﹤0.01%
175
-6,080
755
$2.35K ﹤0.01%
10
756
$2.34K ﹤0.01%
186
757
$2.28K ﹤0.01%
5,431
758
$2.28K ﹤0.01%
35
759
$2.26K ﹤0.01%
1,200
-500
760
$2.22K ﹤0.01%
232
761
$2.21K ﹤0.01%
+55
762
$2.19K ﹤0.01%
475
+34
763
$2.19K ﹤0.01%
+52
764
$2.17K ﹤0.01%
32
765
$2.16K ﹤0.01%
11
-519
766
$2.15K ﹤0.01%
+15
767
$2.14K ﹤0.01%
150
768
$2.06K ﹤0.01%
20
769
$2.06K ﹤0.01%
35
770
$2.04K ﹤0.01%
28
771
$2K ﹤0.01%
30
772
$2K ﹤0.01%
21
-21
773
$2K ﹤0.01%
50
774
$1.98K ﹤0.01%
154
+3
775
$1.96K ﹤0.01%
10
29 30
31
32 33