WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
+$11.7M
2
+$9.88M
3
+$8.72M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.39M
5
IAU icon
iShares Gold Trust
IAU
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.62%
2 Industrials 4.12%
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
$20.9K 0.01%
+1,758
227
$20.1K 0.01%
+516
228
$20K 0.01%
+320
229
$19.9K 0.01%
+424
230
$19.9K 0.01%
+93
231
$19.3K 0.01%
+656
232
$19.3K 0.01%
+205
233
$19.2K 0.01%
+219
234
$18.6K 0.01%
+269
235
$18.4K 0.01%
+494
236
$18.3K 0.01%
+31
237
$17.9K 0.01%
+316
238
$17.6K 0.01%
+185
239
$17.4K 0.01%
+318
240
$17.4K 0.01%
+409
241
$17.3K 0.01%
+792
242
$17.3K 0.01%
+200
243
$17.2K 0.01%
+48
244
$17.2K 0.01%
+444
245
$16.8K 0.01%
+138
246
$16.5K 0.01%
+200
247
$16.5K 0.01%
+285
248
$16.4K 0.01%
+330
249
$16.3K 0.01%
+465
250
$16K 0.01%
+69
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