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
$162M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.5M
3
+$807K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$777K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$709K

Top Sells

1
+$2.88M
2
+$874K
3
+$669K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$540K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$499K

Sector Composition

1 Technology 4.53%
2 Industrials 3.83%
3 Healthcare 2.9%
4 Financials 2.18%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.7K 0.01%
72
227
$16.3K 0.01%
200
228
$16.3K 0.01%
94
+1
229
$16.3K 0.01%
330
230
$15.8K 0.01%
1,359
231
$15.7K 0.01%
200
232
$14.9K 0.01%
424
233
$14.8K 0.01%
142
-1,056
234
$14.8K 0.01%
801
-280
235
$14.6K 0.01%
+87
236
$14.5K 0.01%
491
+1
237
$14.2K 0.01%
114
238
$14.1K 0.01%
629
239
$14.1K 0.01%
93
+1
240
$14K 0.01%
325
+3
241
$13.7K 0.01%
465
242
$13.6K 0.01%
539
+11
243
$13.5K 0.01%
100
244
$13.2K 0.01%
40
245
$13.2K 0.01%
246
+1
246
$13.1K 0.01%
240
247
$12.8K 0.01%
313
+3
248
$12.7K 0.01%
200
249
$12.4K 0.01%
51
+1
250
$12.2K 0.01%
2,200
8 9
10
11 12