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
176
$189K 0.06%
2,895
+85
177
$185K 0.06%
2,878
178
$185K 0.06%
2,383
-63
179
$184K 0.06%
216
+7
180
$180K 0.05%
5,357
-131
181
$179K 0.05%
4,878
+3,678
182
$179K 0.05%
677
+22
183
$178K 0.05%
2,917
-11
184
$177K 0.05%
902
+1
185
$176K 0.05%
2,472
186
$172K 0.05%
2,958
+351
187
$172K 0.05%
6,133
+411
188
$171K 0.05%
6,300
+302
189
$171K 0.05%
2,617
-588
190
$171K 0.05%
4,475
+393
191
$170K 0.05%
792
-132
192
$167K 0.05%
858
-11
193
$167K 0.05%
1,882
+404
194
$166K 0.05%
489
-52
195
$166K 0.05%
4,481
+525
196
$161K 0.05%
1,604
+139
197
$159K 0.05%
1,461
+308
198
$158K 0.05%
3,081
-98
199
$158K 0.05%
315
-64
200
$157K 0.05%
1,528
-281
6 7
8
9 10