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
76
$539K 0.21%
3,218
+196
77
$531K 0.21%
2,582
+2,149
78
$528K 0.2%
2,001
+68
79
$525K 0.2%
1,309
+800
80
$512K 0.2%
2,468
-380
81
$510K 0.2%
20,198
+4,310
82
$507K 0.2%
8,154
-592
83
$506K 0.2%
1,104
+28
84
$504K 0.2%
1,144
+67
85
$501K 0.19%
3,572
+132
86
$495K 0.19%
5,229
+211
87
$487K 0.19%
2,166
+98
88
$485K 0.19%
18,400
-1,850
89
$466K 0.18%
4,118
+132
90
$464K 0.18%
2,183
-482
91
$463K 0.18%
14,635
-889
92
$462K 0.18%
13,187
+651
93
$462K 0.18%
1,850
94
$461K 0.18%
1,990
+47
95
$456K 0.18%
1,192
+43
96
$455K 0.18%
35,852
97
$455K 0.18%
2,529
+391
98
$455K 0.18%
970
+37
99
$453K 0.18%
9,033
+48
100
$444K 0.17%
1,774
+69
2 3
4
5 6