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
76
$630K 0.2%
4,341
+40
77
$625K 0.19%
7,505
+89
78
$609K 0.19%
487
+34
79
$606K 0.19%
2,569
-157
80
$583K 0.18%
2,335
+41
81
$577K 0.18%
6,506
-105
82
$575K 0.18%
+6,323
83
$567K 0.18%
7,122
+376
84
$567K 0.18%
15,345
+230
85
$565K 0.18%
3,712
+101
86
$559K 0.17%
+12,589
87
$556K 0.17%
11,795
-900
88
$542K 0.17%
5,862
-1,057
89
$541K 0.17%
7,431
+1,147
90
$532K 0.17%
3,746
+302
91
$527K 0.16%
33,533
-1,920
92
$508K 0.16%
2,790
+178
93
$508K 0.16%
17,400
94
$499K 0.16%
2,220
+9
95
$494K 0.15%
6,273
96
$480K 0.15%
6,421
+46
97
$473K 0.15%
4,280
-478
98
$473K 0.15%
2,304
-117
99
$467K 0.15%
1,180
+15
100
$463K 0.14%
6,293
+1,404
2 3
4
5 6