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
976
$926 ﹤0.01%
+12
977
$919 ﹤0.01%
+5
978
$905 ﹤0.01%
+20
979
$899 ﹤0.01%
+45
980
$878 ﹤0.01%
+36
981
$877 ﹤0.01%
+35
982
$874 ﹤0.01%
+235
983
$874 ﹤0.01%
+25
984
$863 ﹤0.01%
+30
985
$857 ﹤0.01%
+9
986
$855 ﹤0.01%
+16
987
$850 ﹤0.01%
+16
988
$829 ﹤0.01%
+11
989
$817 ﹤0.01%
+22
990
$806 ﹤0.01%
+3
991
$792 ﹤0.01%
+3
992
$786 ﹤0.01%
+50
993
$782 ﹤0.01%
+12
994
$780 ﹤0.01%
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995
$777 ﹤0.01%
+66
996
$772 ﹤0.01%
+12
997
$758 ﹤0.01%
+66
998
$751 ﹤0.01%
+57
999
$742 ﹤0.01%
+4
1000
$739 ﹤0.01%
+62
38 39
40
41 42