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
951
$1.06K ﹤0.01%
1,000
952
$1.05K ﹤0.01%
39
-1
953
$1.03K ﹤0.01%
18
954
$991 ﹤0.01%
11
955
$987 ﹤0.01%
4
956
$977 ﹤0.01%
14
+6
957
$969 ﹤0.01%
25
958
$966 ﹤0.01%
4
+1
959
$958 ﹤0.01%
7
960
$956 ﹤0.01%
14
-1
961
$947 ﹤0.01%
36
-80
962
$941 ﹤0.01%
3
963
$930 ﹤0.01%
26
964
$920 ﹤0.01%
12
965
$920 ﹤0.01%
11
966
$914 ﹤0.01%
19
+1
967
$913 ﹤0.01%
5
968
$909 ﹤0.01%
+16
969
$898 ﹤0.01%
2
970
$892 ﹤0.01%
12
971
$891 ﹤0.01%
13
+7
972
$881 ﹤0.01%
10
-7
973
$864 ﹤0.01%
150
974
$861 ﹤0.01%
35
975
$850 ﹤0.01%
5
37 38
39
40 41