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
901
$1.89K ﹤0.01%
35
902
$1.87K ﹤0.01%
5
-6
903
$1.87K ﹤0.01%
50
904
$1.84K ﹤0.01%
16
+5
905
$1.83K ﹤0.01%
2,300
-300
906
$1.8K ﹤0.01%
38
907
$1.79K ﹤0.01%
25
+8
908
$1.79K ﹤0.01%
+11
909
$1.77K ﹤0.01%
3
+2
910
$1.73K ﹤0.01%
99
+31
911
$1.72K ﹤0.01%
9
+1
912
$1.72K ﹤0.01%
152
+76
913
$1.71K ﹤0.01%
25
-6,268
914
$1.68K ﹤0.01%
1
915
$1.66K ﹤0.01%
50
916
$1.66K ﹤0.01%
1,000
917
$1.65K ﹤0.01%
125
918
$1.63K ﹤0.01%
32
919
$1.6K ﹤0.01%
32
920
$1.58K ﹤0.01%
49
+18
921
$1.57K ﹤0.01%
23
922
$1.55K ﹤0.01%
23
923
$1.51K ﹤0.01%
35
924
$1.48K ﹤0.01%
20
-94
925
$1.46K ﹤0.01%
11
+4
35 36
37
38 39