WWP
WR Wealth Planners Portfolio holdings
AUM
$311M
1-Year Return
18.22%
This Quarter Return
+8.88%
1 Year Return
+18.22%
3 Year Return
+22.09%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$20.3M
(+14%)
Cap. Flow
+$8.84M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
45.76%
Holding
548
New
25
Increased
145
Reduced
94
Closed
46
Top Buys
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.88M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$874K |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$669K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$540K |
| 5 |
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% |
