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
126
$323K 0.13%
3,161
+133
127
$320K 0.12%
2,239
+84
128
$319K 0.12%
2,836
+855
129
$316K 0.12%
1,525
+77
130
$312K 0.12%
3,693
+112
131
$305K 0.12%
2,749
-63
132
$303K 0.12%
2,250
+187
133
$303K 0.12%
560
-269
134
$302K 0.12%
4,091
+153
135
$297K 0.11%
1,405
+654
136
$292K 0.11%
8,736
+3,100
137
$286K 0.11%
106
+19
138
$282K 0.11%
4,403
+692
139
$271K 0.11%
6,940
+44
140
$271K 0.1%
957
+650
141
$270K 0.1%
46,100
142
$265K 0.1%
700
+25
143
$264K 0.1%
31,509
+1,469
144
$263K 0.1%
2,525
-6
145
$257K 0.1%
1,476
+1,190
146
$253K 0.1%
2,190
+815
147
$251K 0.1%
4,960
+4,926
148
$244K 0.09%
3,283
+26
149
$243K 0.09%
1,705
150
$241K 0.09%
704
+6
4 5
6
7 8