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
876
$2.08K ﹤0.01%
+34
877
$2.08K ﹤0.01%
+64
878
$2.07K ﹤0.01%
+52
879
$2.05K ﹤0.01%
+90
880
$2.03K ﹤0.01%
+28
881
$2.03K ﹤0.01%
+35
882
$2.02K ﹤0.01%
+8
883
$1.91K ﹤0.01%
+91
884
$1.9K ﹤0.01%
+36
885
$1.86K ﹤0.01%
+24
886
$1.85K ﹤0.01%
+50
887
$1.84K ﹤0.01%
+1,000
888
$1.82K ﹤0.01%
+23
889
$1.8K ﹤0.01%
+79
890
$1.79K ﹤0.01%
+50
891
$1.79K ﹤0.01%
+1,200
892
$1.78K ﹤0.01%
+150
893
$1.77K ﹤0.01%
+35
894
$1.76K ﹤0.01%
+19
895
$1.74K ﹤0.01%
+35
896
$1.69K ﹤0.01%
+44
897
$1.67K ﹤0.01%
+35
898
$1.66K ﹤0.01%
+125
899
$1.65K ﹤0.01%
+17
900
$1.65K ﹤0.01%
+32
34 35
36
37 38