WWP
WR Wealth Planners Portfolio holdings
AUM
$311M
1-Year Return
18.22%
This Quarter Return
+2.15%
1 Year Return
+18.22%
3 Year Return
+22.09%
5 Year Return
–
10 Year Return
–
AUM
$328M
AUM Growth
+$6.22M
(+1.9%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
45.25%
Holding
1,240
New
60
Increased
410
Reduced
287
Closed
91
Top Buys
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$2.51M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$780K |
| 3 |
TSMC
TSM
|
+$709K |
| 4 |
Arista Networks
ANET
|
+$558K |
| 5 |
Capital Group Growth ETF
CGGR
|
+$546K |
Top Sells
| 1 |
Avantis US Equity ETF
AVUS
|
+$999K |
| 2 |
MSCI
MSCI
|
+$561K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$468K |
| 4 |
Avantis International Equity ETF
AVDE
|
+$450K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$439K |
Sector Composition
| 1 | Technology | 10.06% |
| 2 | Industrials | 4.24% |
| 3 | Financials | 3.93% |
| 4 | Healthcare | 3.89% |
| 5 | Consumer Discretionary | 3.63% |
