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
$328M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$780K
3
+$709K
4
ANET icon
Arista Networks
ANET
+$558K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$546K

Top Sells

1
+$999K
2
+$561K
3
+$468K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$450K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$439K

Sector Composition

1 Technology 10.06%
2 Industrials 4.24%
3 Financials 3.93%
4 Healthcare 3.9%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.42K ﹤0.01%
10
+2
852
$2.42K ﹤0.01%
26
853
$2.41K ﹤0.01%
5
-1,164
854
$2.4K ﹤0.01%
25
855
$2.39K ﹤0.01%
34
-6
856
$2.39K ﹤0.01%
32
-4
857
$2.38K ﹤0.01%
27
858
$2.33K ﹤0.01%
15
+12
859
$2.31K ﹤0.01%
61
-60
860
$2.29K ﹤0.01%
216
-104
861
$2.26K ﹤0.01%
16
+8
862
$2.25K ﹤0.01%
7
+3
863
$2.25K ﹤0.01%
51
+19
864
$2.25K ﹤0.01%
35
865
$2.22K ﹤0.01%
180
866
$2.2K ﹤0.01%
53
+1
867
$2.19K ﹤0.01%
25
-107
868
$2.19K ﹤0.01%
15
869
$2.18K ﹤0.01%
109
870
$2.17K ﹤0.01%
+29
871
$2.17K ﹤0.01%
16
+6
872
$2.15K ﹤0.01%
31
+29
873
$2.15K ﹤0.01%
75
874
$2.13K ﹤0.01%
+18
875
$2.12K ﹤0.01%
+300
33 34
35
36 37