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
151
$240K 0.07%
6,490
-600
152
$239K 0.07%
12,296
+127
153
$237K 0.07%
1,200
+20
154
$236K 0.07%
+924
155
$235K 0.07%
+1,505
156
$230K 0.07%
1,832
-124
157
$227K 0.07%
27,432
158
$227K 0.07%
5,184
-10,757
159
$218K 0.07%
+8,370
160
$214K 0.07%
5,786
+80
161
$214K 0.07%
+940
162
$213K 0.07%
3,150
-528
163
$211K 0.07%
+1,025
164
$208K 0.06%
3,843
-1,212
165
$207K 0.06%
+2,111
166
$206K 0.06%
+1,076
167
$205K 0.06%
2,730
-2,250
168
$205K 0.06%
+4,771
169
$204K 0.06%
+2,813
170
$203K 0.06%
38,735
171
$199K 0.06%
+1,264
172
$198K 0.06%
+1,745
173
$197K 0.06%
+2,810
174
$196K 0.06%
+3,019
175
$195K 0.06%
901
-1,302
5 6
7
8 9