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

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

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
$2.46K ﹤0.01%
61
752
$2.4K ﹤0.01%
37
-37
753
$2.38K ﹤0.01%
+60
754
$2.37K ﹤0.01%
46
755
$2.35K ﹤0.01%
175
-6,080
756
$2.35K ﹤0.01%
10
757
$2.34K ﹤0.01%
186
758
$2.28K ﹤0.01%
5,431
759
$2.28K ﹤0.01%
35
760
$2.26K ﹤0.01%
1,200
-500
761
$2.22K ﹤0.01%
232
762
$2.21K ﹤0.01%
+55
763
$2.19K ﹤0.01%
475
+34
764
$2.19K ﹤0.01%
+50
765
$2.17K ﹤0.01%
480
766
$2.16K ﹤0.01%
11
-519
767
$2.15K ﹤0.01%
+15
768
$2.14K ﹤0.01%
150
769
$2.06K ﹤0.01%
20
770
$2.06K ﹤0.01%
35
771
$2.04K ﹤0.01%
28
772
$2K ﹤0.01%
30
773
$2K ﹤0.01%
21
-21
774
$2K ﹤0.01%
50
775
$1.98K ﹤0.01%
154
+3
29 30
31
32 33