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
101
$432K 0.13%
7,296
+933
102
$431K 0.13%
4,043
-237
103
$430K 0.13%
1,149
-21
104
$426K 0.13%
2,593
-54
105
$425K 0.13%
10,934
-2,366
106
$423K 0.13%
12,083
-733
107
$423K 0.13%
14,600
-2,800
108
$421K 0.13%
7,870
-208
109
$405K 0.12%
1,230
+50
110
$404K 0.12%
2,079
+2
111
$394K 0.12%
1,022
-701
112
$393K 0.12%
6,046
-50
113
$388K 0.12%
4,525
+198
114
$382K 0.12%
20,009
-892
115
$371K 0.11%
2,463
-199
116
$357K 0.11%
90
-3
117
$354K 0.11%
701
+11
118
$348K 0.11%
3,366
-192
119
$348K 0.11%
42,700
120
$346K 0.11%
10,734
-470
121
$344K 0.11%
1,873
+7
122
$343K 0.1%
6,938
-353
123
$324K 0.1%
3,530
-100
124
$323K 0.1%
24,541
-5,172
125
$320K 0.1%
14,182
-910
3 4
5
6 7