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
176
$192K 0.07%
5,775
+108
177
$187K 0.07%
64,095
+9,061
178
$186K 0.07%
3,185
+482
179
$185K 0.07%
2,672
+4
180
$185K 0.07%
423
+37
181
$185K 0.07%
2,472
+78
182
$178K 0.07%
13,009
-5,312
183
$178K 0.07%
1,081
+41
184
$177K 0.07%
3,358
+943
185
$176K 0.07%
1,666
186
$175K 0.07%
4,465
+282
187
$170K 0.06%
2,878
188
$168K 0.06%
6,787
-2,119
189
$167K 0.06%
4,703
190
$165K 0.06%
2,730
191
$165K 0.06%
3,060
-34
192
$164K 0.06%
1,715
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193
$163K 0.06%
2,009
+294
194
$159K 0.06%
1,234
+128
195
$156K 0.06%
1,771
-128
196
$150K 0.06%
501
197
$150K 0.06%
1,546
+320
198
$147K 0.06%
19,341
+2,638
199
$147K 0.06%
2,271
-205
200
$146K 0.06%
1,382
+419
6 7
8
9 10