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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

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
– –
0
852
$588 ﹤0.01%
66
853
$541 ﹤0.01%
20
854
$537 ﹤0.01%
5
855
$527 ﹤0.01%
90
856
$518 ﹤0.01%
89
-6
857
$506 ﹤0.01%
100
858
$478 ﹤0.01%
8
859
$459 ﹤0.01%
94
860
$436 ﹤0.01%
56
861
$434 ﹤0.01%
150
862
$419 ﹤0.01%
10
863
$413 ﹤0.01%
42
+14
864
$413 ﹤0.01%
30
865
$398 ﹤0.01%
4
866
$395 ﹤0.01%
25
867
$391 ﹤0.01%
11
868
$381 ﹤0.01%
1
-2
869
$371 ﹤0.01%
10
870
$367 ﹤0.01%
120
871
$367 ﹤0.01%
15
872
$341 ﹤0.01%
16
873
$312 ﹤0.01%
60
+1
874
$275 ﹤0.01%
15
875
$245 ﹤0.01%
19
33 34
35
36 37