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
126
$319K 0.1%
8,476
-111
127
$318K 0.1%
6,435
+275
128
$316K 0.1%
3,409
+1,421
129
$315K 0.1%
2,757
+41
130
$315K 0.1%
707
+56
131
$296K 0.09%
1,307
-65
132
$292K 0.09%
5,211
133
$292K 0.09%
5,763
-737
134
$292K 0.09%
2,841
-38
135
$291K 0.09%
9,525
+3,625
136
$286K 0.09%
2,071
-24
137
$285K 0.09%
1,754
-1,829
138
$284K 0.09%
1,642
-3
139
$283K 0.09%
2,284
-17
140
$282K 0.09%
12,688
-3
141
$269K 0.08%
4,232
+38
142
$269K 0.08%
6,490
143
$265K 0.08%
1,874
+42
144
$258K 0.08%
2,408
-45
145
$253K 0.08%
25,447
-1,985
146
$249K 0.08%
1,227
-2
147
$249K 0.08%
2,961
-147
148
$248K 0.08%
3,182
+32
149
$246K 0.08%
1,265
+65
150
$245K 0.07%
3,431
+10
4 5
6
7 8