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
926
$1.46K ﹤0.01%
17
-30
927
$1.43K ﹤0.01%
36
928
$1.42K ﹤0.01%
37
929
$1.41K ﹤0.01%
36
930
$1.4K ﹤0.01%
1,200
931
$1.4K ﹤0.01%
+54
932
$1.4K ﹤0.01%
10
+1
933
$1.39K ﹤0.01%
270
934
$1.38K ﹤0.01%
13
+5
935
$1.38K ﹤0.01%
47
+1
936
$1.28K ﹤0.01%
11
937
$1.26K ﹤0.01%
+39
938
$1.23K ﹤0.01%
20
939
$1.2K ﹤0.01%
51
+1
940
$1.19K ﹤0.01%
+52
941
$1.17K ﹤0.01%
235
942
$1.16K ﹤0.01%
140
-40,896
943
$1.15K ﹤0.01%
14
+4
944
$1.11K ﹤0.01%
25
-109
945
$1.1K ﹤0.01%
66
946
$1.09K ﹤0.01%
71
-8
947
$1.08K ﹤0.01%
10
-20
948
$1.08K ﹤0.01%
202
-13
949
$1.06K ﹤0.01%
+18
950
$1.06K ﹤0.01%
850
36 37
38
39 40