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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.07M
3
+$1.63M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.22M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$683K
2
+$634K
3
+$609K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$529K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$494K

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
851
$588 ﹤0.01%
66
852
$541 ﹤0.01%
20
853
$537 ﹤0.01%
5
854
$527 ﹤0.01%
90
855
$518 ﹤0.01%
89
-6
856
$506 ﹤0.01%
100
857
$478 ﹤0.01%
2
858
$459 ﹤0.01%
94
859
$436 ﹤0.01%
56
860
$434 ﹤0.01%
150
861
$419 ﹤0.01%
10
862
$413 ﹤0.01%
42
+14
863
$413 ﹤0.01%
30
864
$398 ﹤0.01%
4
865
$395 ﹤0.01%
25
866
$391 ﹤0.01%
11
867
$381 ﹤0.01%
1
-2
868
$371 ﹤0.01%
10
869
$367 ﹤0.01%
120
870
$367 ﹤0.01%
15
871
$341 ﹤0.01%
16
872
$312 ﹤0.01%
60
+1
873
$275 ﹤0.01%
15
874
$245 ﹤0.01%
19
875
$241 ﹤0.01%
4
33 34
35
36 37