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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

Sector Composition

1 Technology 9.03%
2 Industrials 4.42%
3 Financials 3.94%
4 Healthcare 3.89%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.21%
26,541
-4,962
77
$534K 0.2%
7,804
+7,489
78
$533K 0.2%
10,782
+247
79
$531K 0.2%
+10,471
80
$530K 0.2%
5,981
+4,670
81
$525K 0.2%
2,698
+116
82
$522K 0.2%
1,017
+47
83
$520K 0.2%
6,649
84
$519K 0.2%
3,925
+707
85
$515K 0.2%
12,695
86
$507K 0.19%
6,273
87
$504K 0.19%
18,400
88
$503K 0.19%
35,852
89
$502K 0.19%
2,284
+101
90
$498K 0.19%
6,457
+1,457
91
$472K 0.18%
4,289
+171
92
$470K 0.18%
8,123
-31
93
$468K 0.18%
3,549
+40
94
$462K 0.18%
3,738
+166
95
$459K 0.17%
1,863
+89
96
$456K 0.17%
2,468
97
$454K 0.17%
9,108
+75
98
$450K 0.17%
3,176
-843
99
$444K 0.17%
14,664
+29
100
$443K 0.17%
7,737
+6,063
2 3
4
5 6