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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.95M
3
+$1.61M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.18M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$998K

Top Sells

1
+$659K
2
+$621K
3
+$584K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$509K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$474K

Sector Composition

1 Technology 9.03%
2 Industrials 4.42%
3 Financials 3.94%
4 Healthcare 3.89%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.17%
13,734
+615
102
$432K 0.16%
1,144
103
$428K 0.16%
1,951
-215
104
$421K 0.16%
13,824
+637
105
$410K 0.16%
2,046
+56
106
$405K 0.15%
2,969
+132
107
$403K 0.15%
13,250
+550
108
$400K 0.15%
2,515
-14
109
$394K 0.15%
15,046
-208
110
$391K 0.15%
2,623
+373
111
$391K 0.15%
8,272
+384
112
$390K 0.15%
4,200
-1,029
113
$384K 0.15%
1,024
-168
114
$384K 0.15%
1,050
-259
115
$379K 0.14%
1,507
+61
116
$370K 0.14%
1,850
117
$367K 0.14%
1,825
+300
118
$362K 0.14%
10,778
+698
119
$359K 0.14%
5,517
+250
120
$357K 0.14%
3,044
+78
121
$356K 0.14%
3,458
-224
122
$353K 0.13%
8,083
+302
123
$353K 0.13%
2,698
+129
124
$351K 0.13%
7,238
-34
125
$345K 0.13%
397
+391
3 4
5
6 7