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
126
$344K 0.11%
15,092
-1,473
127
$343K 0.11%
3,630
-1,403
128
$337K 0.1%
93
+2
129
$335K 0.1%
+690
130
$329K 0.1%
6,500
-4,053
131
$322K 0.1%
6,160
+400
132
$314K 0.1%
1,645
+24
133
$311K 0.1%
8,587
-2,281
134
$305K 0.09%
5,211
-663
135
$304K 0.09%
2,301
+111
136
$302K 0.09%
2,879
+169
137
$286K 0.09%
1,372
-104
138
$285K 0.09%
+12,691
139
$284K 0.09%
42,700
140
$283K 0.09%
1,229
+18
141
$278K 0.09%
3,421
+68
142
$272K 0.08%
1,005
143
$271K 0.08%
2,095
-175
144
$267K 0.08%
2,453
-1,443
145
$263K 0.08%
1,362
-27
146
$262K 0.08%
1,606
-20
147
$260K 0.08%
651
-30
148
$260K 0.08%
3,108
-6,622
149
$257K 0.08%
533
+30
150
$257K 0.08%
4,194
+101
4 5
6
7 8