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
901
$1.65K ﹤0.01%
+25
902
$1.64K ﹤0.01%
+17
903
$1.64K ﹤0.01%
+23
904
$1.64K ﹤0.01%
+1
905
$1.62K ﹤0.01%
+40
906
$1.58K ﹤0.01%
+8
907
$1.58K ﹤0.01%
+8
908
$1.57K ﹤0.01%
+18
909
$1.57K ﹤0.01%
+32
910
$1.56K ﹤0.01%
+35
911
$1.56K ﹤0.01%
+24
912
$1.55K ﹤0.01%
+30
913
$1.53K ﹤0.01%
+6
914
$1.51K ﹤0.01%
+1
915
$1.49K ﹤0.01%
+18
916
$1.49K ﹤0.01%
+14
917
$1.49K ﹤0.01%
+850
918
$1.49K ﹤0.01%
+49
919
$1.46K ﹤0.01%
+37
920
$1.45K ﹤0.01%
+5
921
$1.45K ﹤0.01%
+10
922
$1.44K ﹤0.01%
+151
923
$1.43K ﹤0.01%
+270
924
$1.43K ﹤0.01%
+41
925
$1.43K ﹤0.01%
+36
35 36
37
38 39