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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

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
$1.95K ﹤0.01%
180
777
$1.91K ﹤0.01%
10
778
$1.9K ﹤0.01%
27
-43
779
$1.85K ﹤0.01%
41
780
$1.84K ﹤0.01%
500
781
$1.83K ﹤0.01%
23
782
$1.81K ﹤0.01%
47
783
$1.8K ﹤0.01%
54
-9
784
$1.78K ﹤0.01%
43
-272
785
$1.78K ﹤0.01%
35
786
$1.74K ﹤0.01%
125
787
$1.69K ﹤0.01%
15
788
$1.69K ﹤0.01%
100
789
$1.68K ﹤0.01%
+27
790
$1.67K ﹤0.01%
126
+22
791
$1.62K ﹤0.01%
41
792
$1.59K ﹤0.01%
12
793
$1.56K ﹤0.01%
50
794
$1.55K ﹤0.01%
50
795
$1.54K ﹤0.01%
61
-5
796
$1.54K ﹤0.01%
7
797
$1.52K ﹤0.01%
21
798
$1.52K ﹤0.01%
38
799
$1.52K ﹤0.01%
45
800
$1.51K ﹤0.01%
215
30 31
32
33 34