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
1126
$228 ﹤0.01%
+8
1127
$223 ﹤0.01%
+55
1128
$211 ﹤0.01%
+12
1129
$209 ﹤0.01%
+9
1130
$192 ﹤0.01%
+1
1131
$189 ﹤0.01%
+4
1132
$174 ﹤0.01%
+5
1133
$173 ﹤0.01%
+2
1134
$170 ﹤0.01%
+8
1135
$159 ﹤0.01%
+8
1136
$154 ﹤0.01%
+15
1137
$149 ﹤0.01%
+15
1138
$132 ﹤0.01%
+46
1139
$132 ﹤0.01%
+7
1140
$126 ﹤0.01%
+2
1141
$113 ﹤0.01%
+25
1142
$109 ﹤0.01%
+10
1143
$106 ﹤0.01%
+2
1144
$103 ﹤0.01%
+2
1145
$102 ﹤0.01%
+29
1146
$101 ﹤0.01%
+5
1147
$97 ﹤0.01%
+11
1148
$96 ﹤0.01%
+3
1149
$90 ﹤0.01%
+4
1150
$85 ﹤0.01%
+666
44 45
46
47 48