WWP
WR Wealth Planners Portfolio holdings
AUM $311M
AUM
$311M
AUM Growth
-$48.5M (-13%)
Cap. Flow
-$43.7M
Cap. Flow % of AUM
-14.06%
Top 10 Holdings %Top 10 Hldgs %
50.42%
Holding
1,211
New
66
Increased
323
Reduced
358
Closed
104
Top Buys
| 1 | $1.18M | |
| 2 | $1.04M | |
| 3 | $981K | |
| 4 | $720K | |
| 5 | $707K |
Top Sells
| 1 | $5.51M | |
| 2 | $4.37M | |
| 3 | $2.85M | |
| 4 | $2.74M | |
| 5 | $2.7M |
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 4.85% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Industrials | 4.37% |
| 5 | Healthcare | 3.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.73K | 0% | 100 | – | – | |||
| $2.71K | 0% | 11 -79 | -88% | -$19.4K | |||
| $2.7K | 0% | 8 +1 | +14% | +$337 | |||
| $2.7K | 0% | 23 | New | +$2.7K | |||
| $2.68K | 0% | 89 +1 | +1% | +$30 | |||
| $2.68K | 0% | 2,600 | – | – | |||
| $2.67K | 0% | 45 +4 | +10% | +$238 | |||
| $2.67K | 0% | 85 | – | – | |||
| $2.65K | 0% | 45 +29 | +181% | +$1.71K | |||
| $2.64K | 0% | 46 -83 | -64% | -$4.76K | |||
| $2.63K | 0% | 22 | – | – | |||
| $2.59K | 0% | 26 | New | +$2.59K | |||
| $2.58K | 0% | 169 +137 | +428% | +$2.09K | |||
| $2.58K | 0% | 23 +3 | +15% | +$336 | |||
| $2.57K | 0% | 65 +2 | +3% | +$79 | |||
| $2.54K | 0% | 2 | – | – | |||
| $2.52K | 0% | 11 +2 | +22% | +$457 | |||
| $2.51K | 0% | 8 +1 | +14% | +$313 | |||
| $2.49K | 0% | 25 | – | – | |||
| $2.46K | 0% | 100 | – | – | |||
| $2.44K | 0% | 160 | – | – | |||
| $2.43K | 0% | 34 -14 | -29% | -$1K | |||
| $2.42K | 0% | 169 | – | – | |||
| $2.41K | 0% | 119 | – | – | |||
| $2.41K | 0% | 26 | – | – |
