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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

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
776
$1.99K ﹤0.01%
+136
777
$1.97K ﹤0.01%
+44
778
$1.96K ﹤0.01%
130
+4
779
$1.87K ﹤0.01%
180
780
$1.87K ﹤0.01%
32
781
$1.86K ﹤0.01%
35
782
$1.86K ﹤0.01%
5
-12
783
$1.85K ﹤0.01%
5,431
784
$1.83K ﹤0.01%
41
785
$1.82K ﹤0.01%
54
786
$1.79K ﹤0.01%
500
787
$1.78K ﹤0.01%
+34
788
$1.78K ﹤0.01%
50
789
$1.76K ﹤0.01%
215
790
$1.74K ﹤0.01%
10
791
$1.73K ﹤0.01%
30
792
$1.72K ﹤0.01%
+39
793
$1.66K ﹤0.01%
125
794
$1.65K ﹤0.01%
22
-32
795
$1.65K ﹤0.01%
38
796
$1.62K ﹤0.01%
23
797
$1.6K ﹤0.01%
27
798
$1.6K ﹤0.01%
43
799
$1.6K ﹤0.01%
100
800
$1.6K ﹤0.01%
15
30 31
32
33 34