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
1
$18.7M 7.24%
390,726
-986
2
$12.9M 5.01%
29,159
+1,662
3
$11.7M 4.54%
204,256
+16,103
4
$11.7M 4.53%
155,670
+11,023
5
$9.9M 3.83%
98,930
+44,324
6
$8.11M 3.14%
225,413
+16,153
7
$7.69M 2.98%
39,638
+860
8
$7.17M 2.77%
137,514
-1,753
9
$6.83M 2.65%
212,787
+11,095
10
$6.32M 2.45%
165,864
+5,643
11
$4.66M 1.8%
47,815
-2,189
12
$4.25M 1.65%
73,888
+11,464
13
$4.25M 1.65%
11,499
+445
14
$3.71M 1.44%
28,443
+11,885
15
$3.62M 1.4%
72,274
-5,686
16
$3.51M 1.36%
73,647
+2,017
17
$3.46M 1.34%
7,766
+141
18
$3.4M 1.32%
9,972
+2,419
19
$3.33M 1.29%
34,935
-368
20
$3.32M 1.29%
112,959
+6,887
21
$2.79M 1.08%
61,468
-1,323
22
$2.69M 1.04%
6,629
+2,770
23
$2.5M 0.97%
10,144
+2,424
24
$2.4M 0.93%
40,987
+1,013
25
$2.31M 0.89%
17,118
+125
1
2 3 4 5