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
301
$9.85K 0.01%
+508
302
$9.61K 0.01%
+319
303
$9.61K 0.01%
+165
304
$9.39K 0.01%
+4
305
$9.38K 0.01%
+80
306
$9.29K 0.01%
+140
307
$9.26K 0.01%
+116
308
$9.22K 0.01%
+90
309
$9.2K 0.01%
+418
310
$9.17K 0.01%
+200
311
$9.11K 0.01%
+468
312
$9.07K 0.01%
+87
313
$8.95K 0.01%
+102
314
$8.86K 0.01%
+48
315
$8.69K 0.01%
+70
316
$8.59K 0.01%
+79
317
$8.29K ﹤0.01%
+264
318
$8.26K ﹤0.01%
+50
319
$8.2K ﹤0.01%
+81
320
$8.11K ﹤0.01%
+61
321
$8.05K ﹤0.01%
+18
322
$7.91K ﹤0.01%
+250
323
$7.79K ﹤0.01%
+100
324
$7.64K ﹤0.01%
+135
325
$7.57K ﹤0.01%
+200
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