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
251
$16.4K 0.01%
+330
252
$16.3K 0.01%
+465
253
$16K 0.01%
+69
254
$15.8K 0.01%
+3,438
255
$15.7K 0.01%
+189
256
$15.7K 0.01%
+100
257
$15.7K 0.01%
+200
258
$15.1K 0.01%
+91
259
$15K 0.01%
+114
260
$14.5K 0.01%
+200
261
$14.5K 0.01%
+200
262
$14.5K 0.01%
+2,200
263
$14.5K 0.01%
+35
264
$14.4K 0.01%
+248
265
$14.2K 0.01%
+200
266
$14.2K 0.01%
+648
267
$14.1K 0.01%
+290
268
$14K 0.01%
+100
269
$13.7K 0.01%
+250
270
$13.6K 0.01%
+39
271
$13.4K 0.01%
+456
272
$13.2K 0.01%
+463
273
$12.2K 0.01%
+536
274
$12.2K 0.01%
+78
275
$12K 0.01%
+41