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
101
$456K 0.14%
12,816
-836
102
$452K 0.14%
4,811
-54
103
$450K 0.14%
1,057
+6
104
$448K 0.14%
2,647
-28
105
$438K 0.14%
13,300
-380
106
$425K 0.13%
11,196
-151
107
$417K 0.13%
8,078
-7,577
108
$415K 0.13%
2,662
-176
109
$414K 0.13%
29,713
-2,828
110
$404K 0.13%
9,157
-982
111
$403K 0.13%
1,170
-10
112
$402K 0.12%
6,096
-65,522
113
$385K 0.12%
3,558
-827
114
$382K 0.12%
564
-125
115
$374K 0.12%
9,632
-212,556
116
$370K 0.12%
1,269
-15
117
$368K 0.11%
20,901
+754
118
$366K 0.11%
+6,363
119
$366K 0.11%
7,291
-323
120
$363K 0.11%
4,327
-59
121
$363K 0.11%
1,866
+16
122
$362K 0.11%
2,077
-29
123
$358K 0.11%
11,204
-2,994
124
$348K 0.11%
41,036
+2,959
125
$346K 0.11%
2,716
+125
3 4
5
6 7