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
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$10M
3 +$8.83M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.49M
5
IAU icon
iShares Gold Trust
IAU
+$6.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.62%
2 Industrials 4.14%
3 Healthcare 2.76%
4 Financials 2.05%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21.2K 0.01%
+107
227
$21.2K 0.01%
+150
228
$20.9K 0.01%
+1,758
229
$20.1K 0.01%
+516
230
$20K 0.01%
+320
231
$19.9K 0.01%
+424
232
$19.9K 0.01%
+93
233
$19.3K 0.01%
+656
234
$19.3K 0.01%
+205
235
$19.2K 0.01%
+219
236
$18.9K 0.01%
+3,270
237
$18.6K 0.01%
+269
238
$18.4K 0.01%
+247
239
$18.3K 0.01%
+31
240
$17.9K 0.01%
+316
241
$17.6K 0.01%
+185
242
$17.4K 0.01%
+318
243
$17.4K 0.01%
+409
244
$17.3K 0.01%
+792
245
$17.3K 0.01%
+200
246
$17.2K 0.01%
+48
247
$17.2K 0.01%
+444
248
$16.8K 0.01%
+138
249
$16.5K 0.01%
+200
250
$16.5K 0.01%
+285