WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

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
$1.01K ﹤0.01%
+20
827
$984 ﹤0.01%
7
-944
828
$933 ﹤0.01%
438
829
$922 ﹤0.01%
55
830
$897 ﹤0.01%
3
-36
831
$856 ﹤0.01%
+22
832
$842 ﹤0.01%
+11
833
$830 ﹤0.01%
200
834
$799 ﹤0.01%
27
835
$794 ﹤0.01%
51
836
$781 ﹤0.01%
66
837
$768 ﹤0.01%
66
838
$727 ﹤0.01%
61
+1
839
$719 ﹤0.01%
120
840
$703 ﹤0.01%
4
841
$635 ﹤0.01%
12
842
$573 ﹤0.01%
30
843
$553 ﹤0.01%
5
-6
844
$547 ﹤0.01%
20
845
$536 ﹤0.01%
150
846
$532 ﹤0.01%
10
847
$505 ﹤0.01%
95
-18
848
$498 ﹤0.01%
94
849
$450 ﹤0.01%
90
850
$448 ﹤0.01%
30
32 33
34
35 36