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
751
$2.51K ﹤0.01%
+56
752
$2.49K ﹤0.01%
+166
753
$2.49K ﹤0.01%
+15
754
$2.47K ﹤0.01%
+17
755
$2.44K ﹤0.01%
46
+20
756
$2.35K ﹤0.01%
175
757
$2.34K ﹤0.01%
10
758
$2.34K ﹤0.01%
+40
759
$2.33K ﹤0.01%
1,639
760
$2.31K ﹤0.01%
490
+15
761
$2.3K ﹤0.01%
288
+153
762
$2.26K ﹤0.01%
+58
763
$2.23K ﹤0.01%
+37
764
$2.22K ﹤0.01%
+135
765
$2.22K ﹤0.01%
+73
766
$2.19K ﹤0.01%
1,000
767
$2.17K ﹤0.01%
232
768
$2.17K ﹤0.01%
46
769
$2.17K ﹤0.01%
+22
770
$2.16K ﹤0.01%
50
771
$2.15K ﹤0.01%
250
+150
772
$2.12K ﹤0.01%
+37
773
$2.1K ﹤0.01%
61
774
$2.06K ﹤0.01%
35
775
$2.03K ﹤0.01%
10
29 30
31
32 33