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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

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
851
$448 ﹤0.01%
30
852
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25
853
$440 ﹤0.01%
56
854
$426 ﹤0.01%
8
855
$412 ﹤0.01%
100
856
$407 ﹤0.01%
10
857
$393 ﹤0.01%
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858
$390 ﹤0.01%
+15
859
$354 ﹤0.01%
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860
$348 ﹤0.01%
90
-12
861
$279 ﹤0.01%
28
-61
862
$265 ﹤0.01%
9
863
$248 ﹤0.01%
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864
$248 ﹤0.01%
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865
$247 ﹤0.01%
13
866
$242 ﹤0.01%
25
867
$217 ﹤0.01%
8
868
$214 ﹤0.01%
8
869
$204 ﹤0.01%
8
870
$182 ﹤0.01%
4
-121
871
$167 ﹤0.01%
108
+75
872
$167 ﹤0.01%
10
873
$167 ﹤0.01%
+2
874
$165 ﹤0.01%
+1
875
$164 ﹤0.01%
5
33 34
35
36 37