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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.63K ﹤0.01%
+33
827
$2.62K ﹤0.01%
+1,000
828
$2.57K ﹤0.01%
+22
829
$2.55K ﹤0.01%
+39
830
$2.54K ﹤0.01%
+30
831
$2.54K ﹤0.01%
+138
832
$2.54K ﹤0.01%
+25
833
$2.52K ﹤0.01%
+116
834
$2.51K ﹤0.01%
+27
835
$2.49K ﹤0.01%
+175
836
$2.49K ﹤0.01%
+59
837
$2.47K ﹤0.01%
+58
838
$2.47K ﹤0.01%
+50
839
$2.44K ﹤0.01%
+26
840
$2.43K ﹤0.01%
+7
841
$2.42K ﹤0.01%
+201
842
$2.4K ﹤0.01%
+11
843
$2.38K ﹤0.01%
+84
844
$2.37K ﹤0.01%
+8
845
$2.37K ﹤0.01%
+376
846
$2.34K ﹤0.01%
+9
847
$2.34K ﹤0.01%
+16
848
$2.34K ﹤0.01%
+54
849
$2.33K ﹤0.01%
+16
850
$2.32K ﹤0.01%
+27
32 33
34
35 36