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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
801
$1.59K ﹤0.01%
11
802
$1.56K ﹤0.01%
35
803
$1.51K ﹤0.01%
27
804
$1.46K ﹤0.01%
7
805
$1.45K ﹤0.01%
1,200
806
$1.45K ﹤0.01%
45
807
$1.45K ﹤0.01%
21
808
$1.43K ﹤0.01%
+114
809
$1.42K ﹤0.01%
150
810
$1.42K ﹤0.01%
27
811
$1.39K ﹤0.01%
13
812
$1.38K ﹤0.01%
1
813
$1.38K ﹤0.01%
50
814
$1.36K ﹤0.01%
20
815
$1.35K ﹤0.01%
47
816
$1.33K ﹤0.01%
100
817
$1.32K ﹤0.01%
15
818
$1.32K ﹤0.01%
270
819
$1.32K ﹤0.01%
55
820
$1.32K ﹤0.01%
100
821
$1.3K ﹤0.01%
12
822
$1.27K ﹤0.01%
40
823
$1.27K ﹤0.01%
40
824
$1.22K ﹤0.01%
509
825
$1.18K ﹤0.01%
33
-506
31 32
33
34 35