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
776
$3.56K ﹤0.01%
124
+40
777
$3.53K ﹤0.01%
78
-200
778
$3.51K ﹤0.01%
549
+141
779
$3.47K ﹤0.01%
550
780
$3.43K ﹤0.01%
9
-2
781
$3.42K ﹤0.01%
+32
782
$3.38K ﹤0.01%
6
+2
783
$3.38K ﹤0.01%
2,600
784
$3.29K ﹤0.01%
102
785
$3.28K ﹤0.01%
300
-2,566
786
$3.27K ﹤0.01%
94
787
$3.25K ﹤0.01%
200
788
$3.23K ﹤0.01%
13
+3
789
$3.22K ﹤0.01%
36
+3
790
$3.2K ﹤0.01%
110
-44
791
$3.18K ﹤0.01%
43
+19
792
$3.16K ﹤0.01%
15
+1
793
$3.16K ﹤0.01%
100
794
$3.16K ﹤0.01%
14
-4
795
$3.15K ﹤0.01%
13
+8
796
$3.15K ﹤0.01%
59
-12
797
$3.11K ﹤0.01%
42
+15
798
$3.05K ﹤0.01%
8
-2
799
$3.04K ﹤0.01%
291
800
$3.02K ﹤0.01%
24
+14
30 31
32
33 34