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
201
$163K 0.05%
+869
202
$162K 0.05%
+655
203
$161K 0.05%
+2,878
204
$159K 0.05%
+5,722
205
$158K 0.05%
+2,607
206
$158K 0.05%
+3,956
207
$153K 0.05%
209
-108
208
$152K 0.05%
+419
209
$152K 0.05%
+1,356
210
$152K 0.05%
+3,300
211
$151K 0.05%
+3,587
212
$149K 0.05%
1,420
-664
213
$148K 0.05%
+3,568
214
$146K 0.05%
+4,813
215
$143K 0.04%
+1,465
216
$141K 0.04%
+5,546
217
$139K 0.04%
+812
218
$136K 0.04%
+453
219
$136K 0.04%
+580
220
$136K 0.04%
+1,125
221
$135K 0.04%
+1,020
222
$133K 0.04%
+293
223
$132K 0.04%
+1,164
224
$132K 0.04%
+1,478
225
$131K 0.04%
+1,706
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