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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.07M
3
+$1.63M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.22M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$683K
2
+$634K
3
+$609K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$529K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$494K

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
826
$1.15K ﹤0.01%
25
827
$1.13K ﹤0.01%
61
828
$1.13K ﹤0.01%
7
829
$1.13K ﹤0.01%
35
830
$1.12K ﹤0.01%
7
831
$1.05K ﹤0.01%
36
832
$990 ﹤0.01%
26
833
$973 ﹤0.01%
8
834
$885 ﹤0.01%
438
835
$860 ﹤0.01%
55
836
$853 ﹤0.01%
7
837
$850 ﹤0.01%
35
+25
838
$845 ﹤0.01%
61
839
$836 ﹤0.01%
30
840
$758 ﹤0.01%
66
841
$749 ﹤0.01%
41
842
$732 ﹤0.01%
+34
843
$731 ﹤0.01%
49
844
$729 ﹤0.01%
21
-282
845
$703 ﹤0.01%
90
846
$656 ﹤0.01%
30
847
$646 ﹤0.01%
12
848
$607 ﹤0.01%
22
849
$602 ﹤0.01%
200
850
– –
0
32 33
34
35 36