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
251
$12.2K 0.01%
245
-21
252
$11.8K 0.01%
558
+7
253
$11.6K 0.01%
1,555
254
$11.6K 0.01%
86
+1
255
$11.5K 0.01%
80
+1
256
$11.4K 0.01%
47
257
$11K 0.01%
83
258
$11K 0.01%
200
259
$10.7K 0.01%
87
+21
260
$10.6K 0.01%
525
-1,104
261
$10.3K 0.01%
110
262
$10.3K 0.01%
593
+181
263
$10.2K 0.01%
278
264
$10.1K 0.01%
383
265
$9.98K 0.01%
471
266
$9.94K 0.01%
119
267
$9.92K 0.01%
888
+14
268
$9.84K 0.01%
+438
269
$9.82K 0.01%
18
270
$9.71K 0.01%
+180
271
$9.69K 0.01%
792
272
$9.68K 0.01%
200
+180
273
$9.49K 0.01%
140
274
$9.4K 0.01%
106
275
$9.34K 0.01%
456
9 10
11
12 13