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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4.13K ﹤0.01%
134
752
$4.08K ﹤0.01%
55
-75
753
$4.08K ﹤0.01%
100
754
$4.04K ﹤0.01%
18
-4
755
$4.04K ﹤0.01%
40
+1
756
$4.03K ﹤0.01%
+217
757
$4.03K ﹤0.01%
225
758
$3.98K ﹤0.01%
35
759
$3.93K ﹤0.01%
+14
760
$3.91K ﹤0.01%
53
+6
761
$3.9K ﹤0.01%
95
762
$3.89K ﹤0.01%
150
-42
763
$3.88K ﹤0.01%
25
+17
764
$3.84K ﹤0.01%
78
765
$3.8K ﹤0.01%
300
-550
766
$3.75K ﹤0.01%
150
767
$3.73K ﹤0.01%
19
+6
768
$3.72K ﹤0.01%
259
+8
769
$3.7K ﹤0.01%
34
-200
770
$3.64K ﹤0.01%
24
+10
771
$3.63K ﹤0.01%
31
772
$3.6K ﹤0.01%
2,000
773
$3.59K ﹤0.01%
87
+1
774
$3.57K ﹤0.01%
210
775
$3.56K ﹤0.01%
115
-42
29 30
31
32 33