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
276
$12K 0.01%
+186
277
$12K 0.01%
+63
278
$11.8K 0.01%
+114
279
$11.7K 0.01%
+584
280
$11.6K 0.01%
+299
281
$11.6K 0.01%
+721
282
$11.6K 0.01%
+119
283
$11.5K 0.01%
+850
284
$11.5K 0.01%
+55
285
$11.2K 0.01%
+50
286
$11.1K 0.01%
+93
287
$11.1K 0.01%
+34
288
$11K 0.01%
+110
289
$10.8K 0.01%
+381
290
$10.6K 0.01%
+550
291
$10.6K 0.01%
+127
292
$10.5K 0.01%
+656
293
$10.5K 0.01%
+208
294
$10.3K 0.01%
+65
295
$10.3K 0.01%
+83
296
$10.1K 0.01%
+775
297
$10.1K 0.01%
+34
298
$10.1K 0.01%
+243
299
$9.97K 0.01%
+240
300
$9.89K 0.01%
+118