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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

Sector Composition

1 Technology 9.89%
2 Industrials 4.66%
3 Financials 3.85%
4 Healthcare 3.85%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-157
952
– –
-3
953
– –
-21
954
– –
-260
955
– –
-560
956
– –
-3,697
957
– –
-2,422
958
– –
-391
959
– –
-7,406
960
– –
-5,260
961
– –
-161
962
– –
-108
963
– –
-633
964
– –
-6
965
– –
-597
966
– –
-4,591
967
– –
-2,630
968
– –
-608
969
– –
-3
970
– –
-144
971
– –
-2
972
– –
-84
973
– –
-916
974
– –
-641
975
– –
-1,112
37 38
39
40 41