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
976
$848 ﹤0.01%
9
977
$847 ﹤0.01%
20
978
$846 ﹤0.01%
45
979
$843 ﹤0.01%
11
980
$827 ﹤0.01%
46
-5
981
$815 ﹤0.01%
39
+10
982
$793 ﹤0.01%
4
983
$791 ﹤0.01%
57
984
$747 ﹤0.01%
7
-17
985
$743 ﹤0.01%
151
-225
986
$736 ﹤0.01%
438
987
$719 ﹤0.01%
12
988
$711 ﹤0.01%
4
+1
989
$706 ﹤0.01%
425
990
$704 ﹤0.01%
30
991
$698 ﹤0.01%
200
992
$682 ﹤0.01%
10
993
$673 ﹤0.01%
+22
994
$671 ﹤0.01%
12
995
$659 ﹤0.01%
66
996
$652 ﹤0.01%
10
+4
997
$649 ﹤0.01%
22
998
$649 ﹤0.01%
34
999
$647 ﹤0.01%
62
1000
$625 ﹤0.01%
22
-9
38 39
40
41 42