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
151
$239K 0.07%
1,032
+92
152
$235K 0.07%
5,202
+18
153
$234K 0.07%
1,458
-148
154
$232K 0.07%
7,496
-1,661
155
$229K 0.07%
520
-13
156
$229K 0.07%
1,260
-102
157
$222K 0.07%
1,679
+174
158
$219K 0.07%
12,431
+135
159
$218K 0.07%
5,895
+109
160
$217K 0.07%
3,007
+194
161
$215K 0.07%
3,410
+391
162
$213K 0.06%
8,234
-136
163
$211K 0.06%
38,735
164
$211K 0.06%
1,601
+134
165
$209K 0.06%
885
-140
166
$208K 0.06%
1,005
167
$205K 0.06%
4,927
+156
168
$202K 0.06%
1,704
+200
169
$201K 0.06%
1,283
+19
170
$200K 0.06%
1,028
-48
171
$200K 0.06%
9,053
-200
172
$199K 0.06%
3,500
+800
173
$196K 0.06%
7,313
+219
174
$194K 0.06%
1,210
+190
175
$192K 0.06%
2,730
5 6
7
8 9