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
201
$146K 0.06%
3,205
202
$142K 0.05%
1,000
-20
203
$142K 0.05%
3,300
204
$137K 0.05%
501
+5
205
$137K 0.05%
1,138
+13
206
$135K 0.05%
648
-18
207
$135K 0.05%
1,429
208
$133K 0.05%
1,467
-33
209
$132K 0.05%
1,365
+100
210
$132K 0.05%
883
+20
211
$129K 0.05%
656
212
$128K 0.05%
3,666
-1,023
213
$128K 0.05%
1,719
214
$128K 0.05%
3,300
215
$126K 0.05%
4,813
216
$123K 0.05%
300
-25
217
$115K 0.04%
1,328
-45
218
$115K 0.04%
+1,108
219
$115K 0.04%
580
220
$114K 0.04%
7,985
221
$112K 0.04%
3,200
222
$111K 0.04%
196
+22
223
$111K 0.04%
5,338
-174
224
$107K 0.04%
667
225
$104K 0.04%
4,915
-2,040
7 8
9
10 11