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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
876
$241 ﹤0.01%
4
877
$238 ﹤0.01%
13
878
$226 ﹤0.01%
25
879
$196 ﹤0.01%
9
880
$192 ﹤0.01%
38
+25
881
$167 ﹤0.01%
8
882
$162 ﹤0.01%
8
883
$160 ﹤0.01%
6
884
$152 ﹤0.01%
21
885
$151 ﹤0.01%
2
886
$148 ﹤0.01%
5
887
$143 ﹤0.01%
108
888
$139 ﹤0.01%
8
889
$122 ﹤0.01%
7
890
$118 ﹤0.01%
15
891
$108 ﹤0.01%
11
892
$106 ﹤0.01%
10
893
$95 ﹤0.01%
+1
894
$87 ﹤0.01%
16
-900
895
$79 ﹤0.01%
1
-93
896
$71 ﹤0.01%
60
897
$69 ﹤0.01%
55
898
$68 ﹤0.01%
4
899
$58 ﹤0.01%
2
900
$57 ﹤0.01%
+1
34 35
36
37 38