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
1151
– –
0
1152
$75 ﹤0.01%
+108
1153
$75 ﹤0.01%
+16
1154
$65 ﹤0.01%
+60
1155
$59 ﹤0.01%
+20
1156
$56 ﹤0.01%
+13
1157
$51 ﹤0.01%
+1
1158
$48 ﹤0.01%
+2
1159
$42 ﹤0.01%
+2
1160
$39 ﹤0.01%
+2
1161
$35 ﹤0.01%
+6
1162
$27 ﹤0.01%
+6
1163
$26 ﹤0.01%
+10
1164
$26 ﹤0.01%
+12
1165
$25 ﹤0.01%
+3
1166
$25 ﹤0.01%
+20
1167
$11 ﹤0.01%
+1
1168
$8 ﹤0.01%
+1
1169
– –
0
1170
– –
0
1171
$1 ﹤0.01%
+1
1172
– –
0
1173
$0 ﹤0.01%
+2
1174
– –
-837
1175
– –
0
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48