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
$322M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.75M
3
+$6.3M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.89M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.27M

Top Sells

1
+$8.26M
2
+$6.34M
3
+$4.32M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.71M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.37M

Sector Composition

1 Technology 8.74%
2 Industrials 4.65%
3 Financials 4.24%
4 Healthcare 3.94%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.31K ﹤0.01%
+14
852
$2.28K ﹤0.01%
+5,431
853
$2.26K ﹤0.01%
+740
854
$2.25K ﹤0.01%
+32
855
$2.24K ﹤0.01%
+4
856
$2.24K ﹤0.01%
+58
857
$2.23K ﹤0.01%
+75
858
$2.23K ﹤0.01%
+35
859
$2.21K ﹤0.01%
+109
860
$2.21K ﹤0.01%
+100
861
$2.2K ﹤0.01%
+108
862
$2.18K ﹤0.01%
+15
863
$2.17K ﹤0.01%
+180
864
$2.16K ﹤0.01%
+38
865
$2.16K ﹤0.01%
+15
866
$2.14K ﹤0.01%
+27
867
$2.13K ﹤0.01%
+175
868
$2.12K ﹤0.01%
+26
869
$2.12K ﹤0.01%
+85
870
$2.12K ﹤0.01%
+101
871
$2.11K ﹤0.01%
+35
872
$2.11K ﹤0.01%
+50
873
$2.1K ﹤0.01%
+55
874
$2.08K ﹤0.01%
+50
875
$2.08K ﹤0.01%
+15
33 34
35
36 37