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
1
$20.9M 7.97%
423,232
+32,506
2
$15.4M 5.87%
36,063
+6,904
3
$13.3M 5.06%
132,823
+33,893
4
$11.4M 4.33%
204,377
+121
5
$11.2M 4.27%
153,201
-2,469
6
$7.91M 3.01%
157,366
+19,852
7
$7.69M 2.93%
221,295
-4,118
8
$7.56M 2.88%
240,309
+27,522
9
$6.77M 2.58%
39,560
-78
10
$5.61M 2.14%
152,946
-12,918
11
$4.24M 1.61%
11,834
+335
12
$4.11M 1.57%
32,341
+3,898
13
$4.1M 1.56%
70,825
-3,063
14
$3.91M 1.49%
41,597
-6,218
15
$3.5M 1.33%
118,042
+5,083
16
$3.45M 1.31%
8,035
+269
17
$3.34M 1.27%
10,586
+614
18
$3.34M 1.27%
66,596
-5,678
19
$3.34M 1.27%
70,720
-2,927
20
$2.92M 1.11%
59,584
+12,583
21
$2.9M 1.11%
10,633
+489
22
$2.64M 1.01%
60,465
-1,003
23
$2.61M 0.99%
6,919
+290
24
$2.58M 0.98%
29,942
-4,993
25
$2.42M 0.92%
42,325
+1,338
1
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