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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
901
$50 ﹤0.01%
5
902
$49 ﹤0.01%
5
903
$40 ﹤0.01%
46
904
$37 ﹤0.01%
6
905
$37 ﹤0.01%
666
-200
906
$29 ﹤0.01%
3
907
– –
0
908
$21 ﹤0.01%
2
909
$16 ﹤0.01%
12
-1
910
$16 ﹤0.01%
20
911
$12 ﹤0.01%
1
912
$11 ﹤0.01%
+1
913
$7 ﹤0.01%
1
914
– –
0
915
$1 ﹤0.01%
101
916
– –
-355
917
– –
-100
918
– –
-21
919
– –
-28
920
– –
-154
921
– –
-28
922
– –
0
923
– –
-120
924
– –
-216
925
– –
-139
35 36
37
38 39