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
126
$343K 0.13%
9,033
+431
127
$338K 0.13%
32,541
-205
128
$336K 0.13%
9,461
+725
129
$330K 0.13%
107
+1
130
$326K 0.12%
3,309
+148
131
$325K 0.12%
1,138
+39
132
$323K 0.12%
1,617
-203
133
$317K 0.12%
+6,355
134
$312K 0.12%
11,410
-26
135
$300K 0.11%
1,102
+145
136
$297K 0.11%
19,796
-3,152
137
$291K 0.11%
2,350
+111
138
$289K 0.11%
2,414
+93
139
$288K 0.11%
3,852
+159
140
$287K 0.11%
621
+61
141
$276K 0.11%
33,146
+1,637
142
$273K 0.1%
2,262
-92
143
$269K 0.1%
1,641
+165
144
$267K 0.1%
4,282
+191
145
$263K 0.1%
734
+34
146
$256K 0.1%
4,407
+4
147
$253K 0.1%
2,459
-66
148
$253K 0.1%
5,012
+52
149
$253K 0.1%
1,319
-86
150
$251K 0.1%
+5,005
4 5
6
7 8