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
151
$241K 0.09%
2,321
-50
152
$240K 0.09%
3,985
+921
153
$234K 0.09%
30,073
+3,940
154
$230K 0.09%
7,090
+580
155
$226K 0.09%
8,906
-1,134
156
$223K 0.09%
1,547
-141
157
$220K 0.09%
42,935
-1,450
158
$219K 0.09%
558
+140
159
$218K 0.08%
3,041
-4
160
$215K 0.08%
9,666
161
$211K 0.08%
2,134
+377
162
$211K 0.08%
1,005
163
$210K 0.08%
1,210
164
$210K 0.08%
5,100
+100
165
$208K 0.08%
5,667
+167
166
$205K 0.08%
11,887
+134
167
$202K 0.08%
3,562
+138
168
$202K 0.08%
11,213
+2,000
169
$202K 0.08%
1,040
+30
170
$201K 0.08%
2,878
-2
171
$198K 0.08%
1,666
+1,395
172
$196K 0.08%
2,394
173
$195K 0.08%
2,668
-100
174
$194K 0.08%
386
+19
175
$191K 0.07%
7,072
+950
5 6
7
8 9