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
1101
$236 ﹤0.01%
3
1102
$231 ﹤0.01%
8
1103
$223 ﹤0.01%
9
1104
$199 ﹤0.01%
8
1105
$179 ﹤0.01%
108
1106
$161 ﹤0.01%
55
1107
$159 ﹤0.01%
8
1108
$153 ﹤0.01%
8
1109
$149 ﹤0.01%
4
1110
$145 ﹤0.01%
7
1111
$141 ﹤0.01%
5
1112
$129 ﹤0.01%
15
1113
$114 ﹤0.01%
5
1114
$114 ﹤0.01%
46
1115
$104 ﹤0.01%
25
1116
$104 ﹤0.01%
15
1117
$99 ﹤0.01%
11
1118
$96 ﹤0.01%
2
1119
$95 ﹤0.01%
10
1120
$84 ﹤0.01%
10
-1
1121
$69 ﹤0.01%
16
1122
$58 ﹤0.01%
4
1123
$54 ﹤0.01%
2
-629
1124
$53 ﹤0.01%
20
1125
$50 ﹤0.01%
60
43 44
45
46 47