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
151
$250K 0.1%
6,825
-115
152
$248K 0.09%
6,100
+1,000
153
$230K 0.09%
1,640
+284
154
$230K 0.09%
4,103
+118
155
$228K 0.09%
30,073
156
$228K 0.09%
1,705
157
$221K 0.08%
557
-1
158
$219K 0.08%
3,319
+36
159
$216K 0.08%
7,090
160
$214K 0.08%
1,529
-18
161
$210K 0.08%
2,416
+307
162
$207K 0.08%
7,833
+761
163
$206K 0.08%
3,041
164
$206K 0.08%
1,997
-193
165
$204K 0.08%
12,022
+135
166
$204K 0.08%
9,477
-189
167
$203K 0.08%
46,100
168
$202K 0.08%
1,468
+245
169
$200K 0.08%
42,935
170
$200K 0.08%
683
-21
171
$199K 0.08%
2,179
+45
172
$198K 0.08%
1,210
173
$197K 0.08%
1,005
174
$194K 0.07%
11,213
175
$194K 0.07%
1,150
+279
5 6
7
8 9