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
1101
$321 ﹤0.01%
+11
1102
$318 ﹤0.01%
+1
1103
$317 ﹤0.01%
+4
1104
$316 ﹤0.01%
+15
1105
$316 ﹤0.01%
+13
1106
$314 ﹤0.01%
+3
1107
$313 ﹤0.01%
+1
1108
$313 ﹤0.01%
+4
1109
$313 ﹤0.01%
+7
1110
$311 ﹤0.01%
+5
1111
$305 ﹤0.01%
+3
1112
$298 ﹤0.01%
+10
1113
$294 ﹤0.01%
+5
1114
$292 ﹤0.01%
+3
1115
$285 ﹤0.01%
+13
1116
$285 ﹤0.01%
+16
1117
$285 ﹤0.01%
+2
1118
$284 ﹤0.01%
+3
1119
$281 ﹤0.01%
+2
1120
$270 ﹤0.01%
+15
1121
$266 ﹤0.01%
+2
1122
$258 ﹤0.01%
+8
1123
$257 ﹤0.01%
+2
1124
$245 ﹤0.01%
+1
1125
$241 ﹤0.01%
+22
43 44
45
46 47