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
1026
$561 ﹤0.01%
+25
1027
$553 ﹤0.01%
+18
1028
$544 ﹤0.01%
+2
1029
$538 ﹤0.01%
+8
1030
$537 ﹤0.01%
+53
1031
$529 ﹤0.01%
+56
1032
$522 ﹤0.01%
+4
1033
$514 ﹤0.01%
+10
1034
$500 ﹤0.01%
+22
1035
$483 ﹤0.01%
+6
1036
$479 ﹤0.01%
+480
1037
$466 ﹤0.01%
+12
1038
$466 ﹤0.01%
+30
1039
$464 ﹤0.01%
+16
1040
$462 ﹤0.01%
+100
1041
$454 ﹤0.01%
+10
1042
$450 ﹤0.01%
+4
1043
$449 ﹤0.01%
+17
1044
$448 ﹤0.01%
+15
1045
$446 ﹤0.01%
+22
1046
$445 ﹤0.01%
+100
1047
$445 ﹤0.01%
+3
1048
$430 ﹤0.01%
+10
1049
$429 ﹤0.01%
+8
1050
$423 ﹤0.01%
+1
40 41
42
43 44