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
176
$194K 0.06%
+541
177
$192K 0.06%
+7,094
178
$191K 0.06%
+3,205
179
$189K 0.06%
+1,546
180
$188K 0.06%
+9,253
181
$186K 0.06%
+594
182
$185K 0.06%
+4,082
183
$184K 0.06%
+5,900
184
$183K 0.06%
+2,472
185
$182K 0.06%
+379
186
$179K 0.06%
+1,504
187
$177K 0.06%
5,488
-1,631
188
$177K 0.05%
+1,932
189
$175K 0.05%
+2,446
190
$174K 0.05%
+1,345
191
$173K 0.05%
+1,467
192
$173K 0.05%
1,809
-20,189
193
$172K 0.05%
3,978
-2,673
194
$170K 0.05%
+1,757
195
$170K 0.05%
+2,928
196
$168K 0.05%
1,988
-6,775
197
$168K 0.05%
+5,998
198
$167K 0.05%
+2,700
199
$166K 0.05%
+999
200
$163K 0.05%
+3,179
6 7
8
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