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
1076
$352 ﹤0.01%
+16
1077
$352 ﹤0.01%
+7
1078
$352 ﹤0.01%
+10
1079
$350 ﹤0.01%
+23
1080
$350 ﹤0.01%
+6
1081
$346 ﹤0.01%
+26
1082
$344 ﹤0.01%
+6
1083
$344 ﹤0.01%
+10
1084
$340 ﹤0.01%
+14
1085
$340 ﹤0.01%
+19
1086
$339 ﹤0.01%
+4
1087
$335 ﹤0.01%
+10
1088
$333 ﹤0.01%
+9
1089
$332 ﹤0.01%
+16
1090
$332 ﹤0.01%
+46
1091
$330 ﹤0.01%
+5
1092
$330 ﹤0.01%
+19
1093
$329 ﹤0.01%
+15
1094
$329 ﹤0.01%
+10
1095
$328 ﹤0.01%
+45
1096
$327 ﹤0.01%
+29
1097
$327 ﹤0.01%
+11
1098
$322 ﹤0.01%
+10
1099
$322 ﹤0.01%
+27
1100
$321 ﹤0.01%
+11
42 43
44
45 46