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
276
$11.7K 0.01%
+584
277
$11.6K 0.01%
+299
278
$11.6K 0.01%
+721
279
$11.6K 0.01%
+119
280
$11.5K 0.01%
+850
281
$11.5K 0.01%
+55
282
$11.2K 0.01%
+50
283
$11.1K 0.01%
+93
284
$11.1K 0.01%
+34
285
$11K 0.01%
+110
286
$10.8K 0.01%
+381
287
$10.6K 0.01%
+550
288
$10.6K 0.01%
+127
289
$10.5K 0.01%
+656
290
$10.5K 0.01%
+208
291
$10.3K 0.01%
+130
292
$10.3K 0.01%
+83
293
$10.1K 0.01%
+775
294
$10.1K 0.01%
+34
295
$10.1K 0.01%
+243
296
$9.97K 0.01%
+240
297
$9.89K 0.01%
+118
298
$9.85K 0.01%
+508
299
$9.61K 0.01%
+319
300
$9.61K 0.01%
+165