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
1
$30.1M 9.18%
55,302
-860
2
$25.4M 7.75%
253,853
+25,035
3
$24.6M 7.49%
450,573
-2,466
4
$13.1M 3.99%
144,975
-11,075
5
$12.1M 3.7%
194,810
-7,227
6
$10.7M 3.27%
22,388
+1,628
7
$9.78M 2.98%
297,236
+16,606
8
$7.7M 2.35%
166,757
-643
9
$7.63M 2.33%
36,228
-456
10
$7.25M 2.21%
113,237
+2,464
11
$7.24M 2.21%
219,444
+1,935
12
$6.64M 2.03%
34,366
+154
13
$6.45M 1.97%
139,903
-7,017
14
$5.01M 1.53%
11,201
+185
15
$4.65M 1.42%
51,820
-3,095
16
$4.33M 1.32%
35,043
-1,277
17
$3.92M 1.19%
7,155
-112
18
$3.75M 1.14%
125,992
-955
19
$3.63M 1.11%
75,457
+2,878
20
$3.2M 0.98%
9,612
-714
21
$2.97M 0.91%
24,914
-1,080
22
$2.65M 0.81%
90,130
+9,890
23
$2.58M 0.79%
76,448
+9,862
24
$2.53M 0.77%
50,179
-8,704
25
$2.52M 0.77%
6,732
-245
1
2 3 4 5