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
276
$9.13K 0.01%
686
-7,995
277
$9.11K 0.01%
508
278
$9.11K 0.01%
+115
279
$9.08K 0.01%
55
280
$8.63K 0.01%
505
281
$8.44K 0.01%
61
282
$8.42K 0.01%
134
283
$8.42K 0.01%
161
-202
284
$8.25K 0.01%
200
285
$8.25K 0.01%
269
+2
286
$8.13K 0.01%
97
287
$8.09K 0.01%
65
288
$8.07K 0.01%
97
+1
289
$8.02K ﹤0.01%
+122
290
$7.98K ﹤0.01%
57
-2
291
$7.87K ﹤0.01%
200
292
$7.79K ﹤0.01%
265
-100
293
$7.59K ﹤0.01%
1,758
294
$7.55K ﹤0.01%
81
295
$7.46K ﹤0.01%
443
+9
296
$7.37K ﹤0.01%
203
297
$7.3K ﹤0.01%
86
-18
298
$7.23K ﹤0.01%
135
299
$7.19K ﹤0.01%
151
300
$7.16K ﹤0.01%
70
10 11
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