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
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

Sector Composition

1 Technology 9.89%
2 Industrials 4.66%
3 Financials 3.85%
4 Healthcare 3.85%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$424K 0.16%
3,509
-23
102
$424K 0.16%
13,119
+10,945
103
$419K 0.16%
3,682
-2,387
104
$416K 0.16%
3,847
-497
105
$416K 0.16%
12,700
+515
106
$414K 0.16%
15,254
-14,031
107
$411K 0.16%
7,272
-894
108
$411K 0.16%
5,000
+177
109
$400K 0.16%
5,267
+190
110
$399K 0.15%
6,273
111
$385K 0.15%
1,446
+55
112
$379K 0.15%
2,966
-990
113
$373K 0.14%
1,820
+87
114
$370K 0.14%
2,837
+91
115
$366K 0.14%
22,948
+1,780
116
$362K 0.14%
1,099
+38
117
$359K 0.14%
7,781
+6,491
118
$355K 0.14%
2,569
+2,142
119
$353K 0.14%
32,746
-36
120
$347K 0.13%
10,080
+170
121
$345K 0.13%
18,321
+1,818
122
$340K 0.13%
8,602
+7,197
123
$335K 0.13%
7,888
+311
124
$328K 0.13%
11,436
+780
125
$325K 0.13%
2,354
+21
3 4
5
6 7