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
926
$1.41K ﹤0.01%
+6
927
$1.4K ﹤0.01%
+108
928
$1.39K ﹤0.01%
+4
929
$1.36K ﹤0.01%
+46
930
$1.36K ﹤0.01%
+14
931
$1.35K ﹤0.01%
+215
932
$1.34K ﹤0.01%
+11
933
$1.34K ﹤0.01%
+5
934
$1.32K ﹤0.01%
+48
935
$1.32K ﹤0.01%
+35
936
$1.31K ﹤0.01%
+14
937
$1.29K ﹤0.01%
+17
938
$1.29K ﹤0.01%
+10
939
$1.27K ﹤0.01%
+8
940
$1.27K ﹤0.01%
+20
941
$1.23K ﹤0.01%
+50
942
$1.23K ﹤0.01%
+8
943
$1.23K ﹤0.01%
+1
944
$1.22K ﹤0.01%
+4
945
$1.22K ﹤0.01%
+36
946
$1.21K ﹤0.01%
+438
947
$1.2K ﹤0.01%
+17
948
$1.2K ﹤0.01%
+11
949
$1.18K ﹤0.01%
+34
950
$1.18K ﹤0.01%
+8
36 37
38
39 40