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
1026
$448 ﹤0.01%
30
1027
$447 ﹤0.01%
20
1028
$440 ﹤0.01%
45
-1
1029
$435 ﹤0.01%
2
1030
$434 ﹤0.01%
+15
1031
$433 ﹤0.01%
16
1032
$414 ﹤0.01%
4
1033
$414 ﹤0.01%
21
1034
$413 ﹤0.01%
6
1035
$409 ﹤0.01%
8
1036
$405 ﹤0.01%
150
1037
$404 ﹤0.01%
+27
1038
$404 ﹤0.01%
45
1039
$404 ﹤0.01%
10
1040
$396 ﹤0.01%
6
1041
$394 ﹤0.01%
24
1042
$388 ﹤0.01%
18
1043
$386 ﹤0.01%
12
1044
$383 ﹤0.01%
38
+1
1045
$382 ﹤0.01%
46
1046
$382 ﹤0.01%
10
1047
$381 ﹤0.01%
9
1048
$379 ﹤0.01%
15
1049
$375 ﹤0.01%
59
1050
$370 ﹤0.01%
2
40 41
42
43 44