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

Top Buys

1
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

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
$442 ﹤0.01%
25
852
$440 ﹤0.01%
56
853
$426 ﹤0.01%
2
854
$412 ﹤0.01%
100
855
$407 ﹤0.01%
10
856
$393 ﹤0.01%
59
857
$390 ﹤0.01%
+15
858
$354 ﹤0.01%
16
859
$348 ﹤0.01%
90
-12
860
$279 ﹤0.01%
28
-61
861
$265 ﹤0.01%
9
862
$248 ﹤0.01%
15
863
$248 ﹤0.01%
19
864
$247 ﹤0.01%
13
865
$242 ﹤0.01%
25
866
$217 ﹤0.01%
8
867
$214 ﹤0.01%
8
868
$204 ﹤0.01%
8
869
$182 ﹤0.01%
4
-121
870
$167 ﹤0.01%
+2
871
$167 ﹤0.01%
108
+75
872
$167 ﹤0.01%
10
873
$165 ﹤0.01%
+1
874
$164 ﹤0.01%
5
875
$156 ﹤0.01%
21
33 34
35
36 37