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
1001
$622 ﹤0.01%
19
-99
1002
$602 ﹤0.01%
32
1003
$600 ﹤0.01%
56
1004
$597 ﹤0.01%
6
1005
$580 ﹤0.01%
7
-7
1006
$571 ﹤0.01%
6
-126
1007
$558 ﹤0.01%
9
+5
1008
$556 ﹤0.01%
18
1009
$554 ﹤0.01%
4
+1
1010
$544 ﹤0.01%
90
1011
$533 ﹤0.01%
2
1012
$531 ﹤0.01%
7
1013
$525 ﹤0.01%
3
+1
1014
$524 ﹤0.01%
4
1015
$516 ﹤0.01%
1
1016
$512 ﹤0.01%
16
1017
$510 ﹤0.01%
5
1018
$497 ﹤0.01%
53
1019
$489 ﹤0.01%
25
1020
$483 ﹤0.01%
2
-1
1021
$477 ﹤0.01%
74
-5
1022
$471 ﹤0.01%
+9
1023
$470 ﹤0.01%
4
1024
$464 ﹤0.01%
17
1025
$452 ﹤0.01%
100
39 40
41
42 43