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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4.22K ﹤0.01%
+100
752
$4.21K ﹤0.01%
+71
753
$4.17K ﹤0.01%
+225
754
$4.1K ﹤0.01%
+401
755
$4.06K ﹤0.01%
+58
756
$4.04K ﹤0.01%
+192
757
$4.01K ﹤0.01%
+158
758
$4K ﹤0.01%
+7
759
$3.96K ﹤0.01%
+200
760
$3.94K ﹤0.01%
+90
761
$3.93K ﹤0.01%
+1,583
762
$3.92K ﹤0.01%
+210
763
$3.92K ﹤0.01%
+108
764
$3.85K ﹤0.01%
+82
765
$3.85K ﹤0.01%
+78
766
$3.84K ﹤0.01%
+31
767
$3.83K ﹤0.01%
+71
768
$3.83K ﹤0.01%
+88
769
$3.82K ﹤0.01%
+71
770
$3.81K ﹤0.01%
+320
771
$3.81K ﹤0.01%
+11
772
$3.81K ﹤0.01%
+49
773
$3.8K ﹤0.01%
+102
774
$3.79K ﹤0.01%
+95
775
$3.77K ﹤0.01%
+13
29 30
31
32 33