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
876
$2.1K ﹤0.01%
5,431
877
$2.1K ﹤0.01%
111
+3
878
$2.09K ﹤0.01%
32
879
$2.09K ﹤0.01%
50
880
$2.09K ﹤0.01%
+26
881
$2.08K ﹤0.01%
35
882
$2.07K ﹤0.01%
740
883
$2.04K ﹤0.01%
50
884
$2.03K ﹤0.01%
97
+81
885
$2.02K ﹤0.01%
+90
886
$2.02K ﹤0.01%
9
+3
887
$2.01K ﹤0.01%
90
888
$2K ﹤0.01%
90
889
$1.99K ﹤0.01%
230
+114
890
$1.98K ﹤0.01%
27
891
$1.97K ﹤0.01%
93
+2
892
$1.96K ﹤0.01%
9
-14
893
$1.96K ﹤0.01%
22
+5
894
$1.96K ﹤0.01%
160
895
$1.96K ﹤0.01%
175
896
$1.93K ﹤0.01%
15
+5
897
$1.93K ﹤0.01%
26
+9
898
$1.91K ﹤0.01%
55
899
$1.91K ﹤0.01%
105
-45
900
$1.9K ﹤0.01%
16
+2
34 35
36
37 38