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
$152M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.09%
2 Industrials 3.69%
3 Healthcare 2.69%
4 Financials 1.91%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.01%
2,143
+49
227
$19.9K 0.01%
1,205
228
$19.8K 0.01%
145
229
$19.8K 0.01%
107
230
$19.5K 0.01%
811
231
$19.3K 0.01%
623
+16
232
$19.1K 0.01%
358
-193
233
$19K 0.01%
1,062
+19
234
$18.6K 0.01%
657
+1
235
$18.5K 0.01%
519
+6
236
$18.5K 0.01%
219
237
$18.5K 0.01%
206
238
$17K 0.01%
93
239
$16.9K 0.01%
1,555
240
$16.9K 0.01%
424
241
$16.9K 0.01%
31
242
$16.7K 0.01%
72
+3
243
$16.4K 0.01%
200
244
$16.3K 0.01%
411
245
$16.3K 0.01%
330
246
$16K 0.01%
150
247
$15.8K 0.01%
185
248
$15.4K 0.01%
648
249
$15.4K 0.01%
320
250
$15.1K 0.01%
319
+3