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
176
$188K 0.07%
1,125
-522
177
$187K 0.07%
1,698
+1,005
178
$187K 0.07%
55,034
+7,335
179
$181K 0.07%
1,356
+744
180
$180K 0.07%
2,703
-1,518
181
$176K 0.07%
2,109
+185
182
$174K 0.07%
2,476
-113
183
$174K 0.07%
2,730
184
$174K 0.07%
1,223
+947
185
$174K 0.07%
16,703
+2,203
186
$171K 0.07%
4,689
-551
187
$170K 0.07%
1,899
-24
188
$170K 0.07%
4,183
+3,330
189
$163K 0.06%
963
+183
190
$160K 0.06%
3,205
-200
191
$160K 0.06%
3,094
-549
192
$160K 0.06%
6,955
-3,004
193
$160K 0.06%
4,703
194
$156K 0.06%
1,020
+15
195
$153K 0.06%
1,715
+114
196
$151K 0.06%
496
-6
197
$150K 0.06%
863
+168
198
$150K 0.06%
666
+222
199
$149K 0.06%
325
+52
200
$149K 0.06%
1,076
+14
6 7
8
9 10