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
76
$685K 0.21%
2,258
+60
77
$672K 0.21%
24,971
-478
78
$671K 0.2%
9,529
+2,407
79
$668K 0.2%
3,042
+822
80
$658K 0.2%
4,813
+247
81
$648K 0.2%
15,845
+500
82
$644K 0.2%
784
+220
83
$643K 0.2%
2,336
+1,067
84
$641K 0.2%
2,516
-136
85
$609K 0.19%
2,438
+103
86
$603K 0.18%
3,288
-424
87
$581K 0.18%
5,690
-816
88
$581K 0.18%
11,075
-720
89
$561K 0.17%
8,982
+1,551
90
$560K 0.17%
6,396
+6,368
91
$554K 0.17%
8,678
+3,867
92
$545K 0.17%
2,375
-194
93
$530K 0.16%
6,403
-18
94
$524K 0.16%
5,709
-153
95
$513K 0.16%
31,613
-1,920
96
$495K 0.15%
2,319
+15
97
$480K 0.15%
1,076
+19
98
$468K 0.14%
2,729
-61
99
$457K 0.14%
11,497
+301
100
$450K 0.14%
5,648
-625
2 3
4
5 6