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
1076
$322 ﹤0.01%
+67
1077
$321 ﹤0.01%
5
1078
$319 ﹤0.01%
5
1079
$317 ﹤0.01%
4
1080
$315 ﹤0.01%
14
1081
$311 ﹤0.01%
10
1082
$306 ﹤0.01%
5
1083
$298 ﹤0.01%
6
1084
$298 ﹤0.01%
13
1085
$296 ﹤0.01%
10
1086
$295 ﹤0.01%
22
1087
$294 ﹤0.01%
+21
1088
$291 ﹤0.01%
+6
1089
$290 ﹤0.01%
7
1090
$287 ﹤0.01%
+8
1091
$287 ﹤0.01%
2
1092
$286 ﹤0.01%
12
1093
$284 ﹤0.01%
29
1094
$282 ﹤0.01%
13
1095
$279 ﹤0.01%
480
1096
$272 ﹤0.01%
19
1097
$267 ﹤0.01%
2
1098
$265 ﹤0.01%
3
1099
$248 ﹤0.01%
+6
1100
$237 ﹤0.01%
5
42 43
44
45 46