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
776
$3.76K ﹤0.01%
+300
777
$3.75K ﹤0.01%
+15
778
$3.71K ﹤0.01%
+23
779
$3.68K ﹤0.01%
+408
780
$3.67K ﹤0.01%
+550
781
$3.65K ﹤0.01%
+32
782
$3.6K ﹤0.01%
+39
783
$3.6K ﹤0.01%
+31
784
$3.53K ﹤0.01%
+86
785
$3.48K ﹤0.01%
+100
786
$3.44K ﹤0.01%
+2,000
787
$3.37K ﹤0.01%
+16
788
$3.36K ﹤0.01%
+54
789
$3.36K ﹤0.01%
+150
790
$3.34K ﹤0.01%
+94
791
$3.33K ﹤0.01%
+251
792
$3.3K ﹤0.01%
+500
793
$3.27K ﹤0.01%
+47
794
$3.22K ﹤0.01%
+150
795
$3.2K ﹤0.01%
+24
796
$3.19K ﹤0.01%
+10
797
$3.14K ﹤0.01%
+47
798
$3.13K ﹤0.01%
+100
799
$3.09K ﹤0.01%
+291
800
$3.08K ﹤0.01%
+160
30 31
32
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