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
776
$1.96K ﹤0.01%
10
777
$1.95K ﹤0.01%
180
778
$1.91K ﹤0.01%
10
779
$1.9K ﹤0.01%
27
-43
780
$1.85K ﹤0.01%
41
781
$1.84K ﹤0.01%
500
782
$1.83K ﹤0.01%
23
783
$1.81K ﹤0.01%
47
784
$1.8K ﹤0.01%
54
-9
785
$1.78K ﹤0.01%
43
-272
786
$1.78K ﹤0.01%
35
787
$1.74K ﹤0.01%
125
788
$1.69K ﹤0.01%
15
789
$1.69K ﹤0.01%
100
790
$1.68K ﹤0.01%
+27
791
$1.67K ﹤0.01%
126
+22
792
$1.62K ﹤0.01%
41
793
$1.59K ﹤0.01%
12
794
$1.56K ﹤0.01%
50
795
$1.55K ﹤0.01%
50
796
$1.54K ﹤0.01%
61
-5
797
$1.54K ﹤0.01%
7
798
$1.52K ﹤0.01%
21
799
$1.52K ﹤0.01%
38
800
$1.52K ﹤0.01%
45
30 31
32
33 34