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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.07M
3
+$1.63M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.22M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$683K
2
+$634K
3
+$609K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$529K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$494K

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
$2.49K ﹤0.01%
+166
752
$2.49K ﹤0.01%
+15
753
$2.47K ﹤0.01%
+17
754
$2.44K ﹤0.01%
46
+20
755
$2.35K ﹤0.01%
175
756
$2.34K ﹤0.01%
10
757
$2.34K ﹤0.01%
+40
758
$2.33K ﹤0.01%
1,639
759
$2.31K ﹤0.01%
490
+15
760
$2.3K ﹤0.01%
288
+153
761
$2.26K ﹤0.01%
+58
762
$2.23K ﹤0.01%
+37
763
$2.22K ﹤0.01%
+135
764
$2.22K ﹤0.01%
+73
765
$2.19K ﹤0.01%
1,000
766
$2.17K ﹤0.01%
232
767
$2.17K ﹤0.01%
46
768
$2.17K ﹤0.01%
+22
769
$2.16K ﹤0.01%
52
770
$2.15K ﹤0.01%
+250
771
$2.12K ﹤0.01%
+37
772
$2.1K ﹤0.01%
61
773
$2.06K ﹤0.01%
35
774
$2.03K ﹤0.01%
10
775
$1.99K ﹤0.01%
+136
29 30
31
32 33