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
801
$3.01K ﹤0.01%
232
802
$3K ﹤0.01%
+100
803
$2.99K ﹤0.01%
100
804
$2.99K ﹤0.01%
400
-500
805
$2.99K ﹤0.01%
277
-124
806
$2.98K ﹤0.01%
10
+3
807
$2.97K ﹤0.01%
12
+3
808
$2.95K ﹤0.01%
88
809
$2.92K ﹤0.01%
39
810
$2.92K ﹤0.01%
28
+14
811
$2.91K ﹤0.01%
37
+4
812
$2.9K ﹤0.01%
45
-19
813
$2.9K ﹤0.01%
30
+8
814
$2.9K ﹤0.01%
14
+8
815
$2.85K ﹤0.01%
186
+4
816
$2.84K ﹤0.01%
25
817
$2.8K ﹤0.01%
51
818
$2.8K ﹤0.01%
165
819
$2.78K ﹤0.01%
30
-28
820
$2.77K ﹤0.01%
32
+6
821
$2.77K ﹤0.01%
88
+30
822
$2.72K ﹤0.01%
21
+6
823
$2.71K ﹤0.01%
14
+3
824
$2.68K ﹤0.01%
85
825
$2.67K ﹤0.01%
13
-1
31 32
33
34 35