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
1126
$49 ﹤0.01%
2
1127
$46 ﹤0.01%
5
-100
1128
$44 ﹤0.01%
13
1129
$43 ﹤0.01%
6
1130
$31 ﹤0.01%
2
1131
$20 ﹤0.01%
3
1132
$20 ﹤0.01%
20
1133
$19 ﹤0.01%
2
1134
$18 ﹤0.01%
666
1135
$18 ﹤0.01%
12
1136
$15 ﹤0.01%
6
1137
$7 ﹤0.01%
1
1138
$4 ﹤0.01%
1
1139
– –
0
1140
– –
0
1141
– –
0
1142
$1 ﹤0.01%
1
1143
– –
-1
1144
– –
-34
1145
– –
-1
1146
– –
-21
1147
– –
-2
1148
– –
-39
1149
– –
-50
1150
– –
-29
44 45
46
47 48