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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

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
$1.17K ﹤0.01%
+9
827
$1.15K ﹤0.01%
25
828
$1.13K ﹤0.01%
61
829
$1.13K ﹤0.01%
7
830
$1.13K ﹤0.01%
35
831
$1.12K ﹤0.01%
7
832
$1.05K ﹤0.01%
36
833
$990 ﹤0.01%
26
834
$973 ﹤0.01%
8
835
$885 ﹤0.01%
438
836
$860 ﹤0.01%
55
837
$853 ﹤0.01%
7
838
$850 ﹤0.01%
35
+25
839
$845 ﹤0.01%
61
840
$836 ﹤0.01%
30
841
$758 ﹤0.01%
66
842
$749 ﹤0.01%
41
843
$732 ﹤0.01%
+34
844
$731 ﹤0.01%
49
845
$729 ﹤0.01%
21
-282
846
$703 ﹤0.01%
90
847
$656 ﹤0.01%
30
848
$646 ﹤0.01%
12
849
$607 ﹤0.01%
22
850
$602 ﹤0.01%
200
32 33
34
35 36