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
201
$149K 0.06%
656
+6
202
$147K 0.06%
1,106
+913
203
$144K 0.06%
501
+129
204
$140K 0.05%
1,429
-74
205
$139K 0.05%
3,300
+300
206
$137K 0.05%
871
-39
207
$137K 0.05%
950
-2,075
208
$136K 0.05%
1,177
+467
209
$135K 0.05%
1,311
+22
210
$134K 0.05%
1,226
+339
211
$133K 0.05%
3,300
212
$132K 0.05%
41,600
213
$130K 0.05%
2,415
+69
214
$130K 0.05%
1,373
+15
215
$129K 0.05%
+4,813
216
$124K 0.05%
1,674
-1,288
217
$123K 0.05%
2,348
+64
218
$123K 0.05%
1,719
-192
219
$122K 0.05%
766
-24
220
$122K 0.05%
1,500
+190
221
$121K 0.05%
5,512
-904
222
$120K 0.05%
1,225
+119
223
$119K 0.05%
7,985
224
$118K 0.05%
1,337
+252
225
$117K 0.05%
11,800
-1,000
7 8
9
10 11