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
801
$3.08K ﹤0.01%
+39
802
$3.04K ﹤0.01%
+40
803
$3.04K ﹤0.01%
+18
804
$3.03K ﹤0.01%
+54
805
$3.02K ﹤0.01%
+151
806
$3K ﹤0.01%
+298
807
$3K ﹤0.01%
+51
808
$3K ﹤0.01%
+33
809
$2.98K ﹤0.01%
+144
810
$2.96K ﹤0.01%
+502
811
$2.96K ﹤0.01%
+25
812
$2.94K ﹤0.01%
+22
813
$2.9K ﹤0.01%
+232
814
$2.83K ﹤0.01%
+165
815
$2.82K ﹤0.01%
+36
816
$2.8K ﹤0.01%
+13
817
$2.8K ﹤0.01%
+17
818
$2.79K ﹤0.01%
+182
819
$2.74K ﹤0.01%
+14
820
$2.74K ﹤0.01%
+85
821
$2.73K ﹤0.01%
+10
822
$2.7K ﹤0.01%
+14
823
$2.7K ﹤0.01%
+12
824
$2.69K ﹤0.01%
+38
825
$2.66K ﹤0.01%
+46
31 32
33
34 35