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
876
$238 ﹤0.01%
13
877
$226 ﹤0.01%
25
878
$196 ﹤0.01%
9
879
$192 ﹤0.01%
38
+25
880
$167 ﹤0.01%
8
881
$162 ﹤0.01%
8
882
– –
0
883
$152 ﹤0.01%
21
884
$151 ﹤0.01%
2
885
$148 ﹤0.01%
5
886
$143 ﹤0.01%
108
887
$139 ﹤0.01%
8
888
$122 ﹤0.01%
7
889
$118 ﹤0.01%
15
890
$108 ﹤0.01%
11
891
$106 ﹤0.01%
10
892
$95 ﹤0.01%
+1
893
$87 ﹤0.01%
16
-900
894
$79 ﹤0.01%
1
-93
895
$71 ﹤0.01%
60
896
$69 ﹤0.01%
55
897
$68 ﹤0.01%
4
898
$58 ﹤0.01%
2
899
$57 ﹤0.01%
+1
900
$50 ﹤0.01%
5
34 35
36
37 38