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
1001
$736 ﹤0.01%
+7
1002
$727 ﹤0.01%
+16
1003
$709 ﹤0.01%
+11
1004
$707 ﹤0.01%
+23
1005
$695 ﹤0.01%
+46
1006
$691 ﹤0.01%
+10
1007
$682 ﹤0.01%
+79
1008
$656 ﹤0.01%
+34
1009
$643 ﹤0.01%
+16
1010
$635 ﹤0.01%
+1
1011
$630 ﹤0.01%
+11
1012
$629 ﹤0.01%
+32
1013
$627 ﹤0.01%
+1
1014
$620 ﹤0.01%
+200
1015
$618 ﹤0.01%
+12
1016
$617 ﹤0.01%
+2
1017
$601 ﹤0.01%
+29
1018
$597 ﹤0.01%
+8
1019
$597 ﹤0.01%
+6
1020
$591 ﹤0.01%
+20
1021
$587 ﹤0.01%
+5
1022
$579 ﹤0.01%
+90
1023
$570 ﹤0.01%
+15
1024
$569 ﹤0.01%
+3
1025
$568 ﹤0.01%
+7
39 40
41
42 43