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
826
$1.02K ﹤0.01%
30
827
$1.01K ﹤0.01%
+20
828
$984 ﹤0.01%
7
-944
829
$933 ﹤0.01%
438
830
$922 ﹤0.01%
55
831
$897 ﹤0.01%
3
-36
832
$856 ﹤0.01%
+22
833
$842 ﹤0.01%
+11
834
$830 ﹤0.01%
200
835
$799 ﹤0.01%
27
836
$794 ﹤0.01%
509
837
$781 ﹤0.01%
66
838
$768 ﹤0.01%
66
839
$727 ﹤0.01%
61
+1
840
$719 ﹤0.01%
120
841
$703 ﹤0.01%
4
842
$635 ﹤0.01%
12
843
$573 ﹤0.01%
30
844
$553 ﹤0.01%
5
-6
845
$547 ﹤0.01%
20
846
$536 ﹤0.01%
150
847
$532 ﹤0.01%
10
848
$505 ﹤0.01%
95
-18
849
$498 ﹤0.01%
94
850
$450 ﹤0.01%
90
32 33
34
35 36