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
1051
$369 ﹤0.01%
2
1052
$366 ﹤0.01%
+100
1053
$364 ﹤0.01%
+6
1054
$362 ﹤0.01%
+5
1055
$360 ﹤0.01%
+8
1056
$356 ﹤0.01%
+9
1057
$353 ﹤0.01%
+5
1058
$352 ﹤0.01%
+100
1059
$351 ﹤0.01%
15
1060
$350 ﹤0.01%
27
1061
$348 ﹤0.01%
16
1062
$347 ﹤0.01%
10
1063
$346 ﹤0.01%
+3
1064
$345 ﹤0.01%
14
1065
$342 ﹤0.01%
74
-8
1066
$337 ﹤0.01%
10
1067
$337 ﹤0.01%
4
1068
$336 ﹤0.01%
+15
1069
$333 ﹤0.01%
2
1070
$330 ﹤0.01%
8
1071
$329 ﹤0.01%
120
1072
$325 ﹤0.01%
3
1073
$324 ﹤0.01%
15
1074
$323 ﹤0.01%
+6
1075
$322 ﹤0.01%
4
+1
41 42
43
44 45