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

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

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
801
$1.51K ﹤0.01%
215
802
– –
0
803
$1.49K ﹤0.01%
+26
804
$1.48K ﹤0.01%
41
-41
805
$1.45K ﹤0.01%
25
806
$1.43K ﹤0.01%
27
807
$1.42K ﹤0.01%
100
808
$1.42K ﹤0.01%
13
809
$1.4K ﹤0.01%
+31
810
$1.39K ﹤0.01%
270
-30
811
$1.34K ﹤0.01%
40
812
$1.33K ﹤0.01%
7
813
$1.33K ﹤0.01%
100
814
$1.31K ﹤0.01%
35
815
$1.28K ﹤0.01%
1
816
$1.26K ﹤0.01%
6
817
$1.23K ﹤0.01%
4
818
$1.22K ﹤0.01%
36
819
$1.19K ﹤0.01%
40
820
$1.19K ﹤0.01%
8
821
$1.17K ﹤0.01%
100
822
$1.14K ﹤0.01%
7
823
$1.05K ﹤0.01%
49
+1
824
$1.03K ﹤0.01%
26
825
$1.02K ﹤0.01%
+25
31 32
33
34 35