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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.64K ﹤0.01%
+11
827
$2.64K ﹤0.01%
23
+1
828
$2.64K ﹤0.01%
392
-1,000
829
$2.64K ﹤0.01%
27
+9
830
$2.63K ﹤0.01%
+100
831
$2.61K ﹤0.01%
10
+2
832
$2.58K ﹤0.01%
12
833
$2.57K ﹤0.01%
120
-24
834
$2.56K ﹤0.01%
45
+11
835
$2.56K ﹤0.01%
2
+1
836
$2.54K ﹤0.01%
+21
837
$2.53K ﹤0.01%
16
838
$2.5K ﹤0.01%
40
-6
839
$2.5K ﹤0.01%
46
-42
840
$2.5K ﹤0.01%
59
+1
841
$2.5K ﹤0.01%
20
-39
842
$2.49K ﹤0.01%
22
+7
843
$2.49K ﹤0.01%
+22
844
$2.49K ﹤0.01%
100
845
$2.48K ﹤0.01%
54
846
$2.48K ﹤0.01%
61
+2
847
$2.46K ﹤0.01%
123
-15
848
$2.45K ﹤0.01%
298
849
$2.45K ﹤0.01%
332
+224
850
$2.44K ﹤0.01%
45
+10
32 33
34
35 36