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
251
$15.8K 0.01%
+3,438
252
$15.7K 0.01%
+189
253
$15.7K 0.01%
+100
254
$15.7K 0.01%
+200
255
$15.1K 0.01%
+91
256
$15K 0.01%
+114
257
$14.5K 0.01%
+200
258
$14.5K 0.01%
+200
259
$14.5K 0.01%
+2,200
260
$14.5K 0.01%
+35
261
$14.4K 0.01%
+496
262
$14.2K 0.01%
+200
263
$14.2K 0.01%
+648
264
$14.1K 0.01%
+290
265
$14K 0.01%
+100
266
$13.7K 0.01%
+250
267
$13.6K 0.01%
+39
268
$13.4K 0.01%
+456
269
$13.2K 0.01%
+463
270
$12.2K 0.01%
+536
271
$12.2K 0.01%
+78
272
$12K 0.01%
+41
273
$12K 0.01%
+186
274
$12K 0.01%
+63
275
$11.8K 0.01%
+114
9 10
11
12 13