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
201
$156K 0.05%
1,555
-202
202
$155K 0.05%
1,348
+3
203
$153K 0.05%
3,629
-349
204
$152K 0.05%
1,050
+51
205
$151K 0.05%
1,517
-29
206
$150K 0.05%
3,300
207
$150K 0.05%
1,441
-304
208
$149K 0.05%
3,583
-260
209
$149K 0.05%
1,421
+1
210
$146K 0.04%
3,324
-263
211
$145K 0.04%
828
+16
212
$142K 0.04%
4,813
213
$140K 0.04%
299
+6
214
$139K 0.04%
420
+1
215
$139K 0.04%
1,721
+15
216
$137K 0.04%
1,152
+23
217
$136K 0.04%
5,371
-175
218
$135K 0.04%
989
+148
219
$134K 0.04%
1,717
-215
220
$130K 0.04%
580
221
$129K 0.04%
2,700
+400
222
$129K 0.04%
7,119
-10
223
$128K 0.04%
1,107
+61
224
$126K 0.04%
1,278
-78
225
$116K 0.04%
2,194
+116
7 8
9
10 11