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
1051
$419 ﹤0.01%
+5
1052
$414 ﹤0.01%
+3
1053
$402 ﹤0.01%
+18
1054
$400 ﹤0.01%
+21
1055
$396 ﹤0.01%
+14
1056
$392 ﹤0.01%
+150
1057
$388 ﹤0.01%
+4
1058
$387 ﹤0.01%
+37
1059
$386 ﹤0.01%
+2
1060
$385 ﹤0.01%
+2
1061
$378 ﹤0.01%
+4
1062
$376 ﹤0.01%
+3
1063
$376 ﹤0.01%
+2
1064
$376 ﹤0.01%
+2
1065
$367 ﹤0.01%
+5
1066
$366 ﹤0.01%
+8
1067
$366 ﹤0.01%
+24
1068
$365 ﹤0.01%
+2
1069
$362 ﹤0.01%
+6
1070
$361 ﹤0.01%
+120
1071
$361 ﹤0.01%
+21
1072
$360 ﹤0.01%
+82
1073
$358 ﹤0.01%
+59
1074
$356 ﹤0.01%
+6
1075
$353 ﹤0.01%
+27
41 42
43
44 45