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
951
$1.17K ﹤0.01%
+11
952
$1.17K ﹤0.01%
+76
953
$1.14K ﹤0.01%
+31
954
$1.14K ﹤0.01%
+68
955
$1.12K ﹤0.01%
+10
956
$1.11K ﹤0.01%
+6
957
$1.11K ﹤0.01%
+31
958
$1.11K ﹤0.01%
+32
959
$1.08K ﹤0.01%
15
-24,479
960
$1.07K ﹤0.01%
+9
961
$1.06K ﹤0.01%
+58
962
$1.05K ﹤0.01%
+51
963
$1.05K ﹤0.01%
+105
964
$1.05K ﹤0.01%
+425
965
$1.02K ﹤0.01%
+12
966
$1.01K ﹤0.01%
+116
967
$1K ﹤0.01%
+4
968
$1K ﹤0.01%
+26
969
$986 ﹤0.01%
+20
970
$984 ﹤0.01%
+3
971
$953 ﹤0.01%
+2
972
$949 ﹤0.01%
+5
973
$944 ﹤0.01%
+18
974
$932 ﹤0.01%
+7
975
$930 ﹤0.01%
+6
37 38
39
40 41