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
301
$6.99K ﹤0.01%
496
302
$6.95K ﹤0.01%
+336
303
$6.95K ﹤0.01%
25
304
$6.94K ﹤0.01%
250
305
$6.65K ﹤0.01%
360
-200
306
$6.57K ﹤0.01%
200
307
$6.51K ﹤0.01%
48
308
$6.48K ﹤0.01%
87
309
$6.48K ﹤0.01%
200
310
$6.48K ﹤0.01%
444
311
$6.45K ﹤0.01%
105
-54
312
$6.32K ﹤0.01%
90
313
$5.94K ﹤0.01%
1,139
-1,108
314
$5.88K ﹤0.01%
198
-13
315
$5.86K ﹤0.01%
100
316
$5.79K ﹤0.01%
93
317
$5.74K ﹤0.01%
52
-2
318
$5.71K ﹤0.01%
42
-20
319
$5.67K ﹤0.01%
122
+1
320
$5.61K ﹤0.01%
195
321
$5.51K ﹤0.01%
135
-24
322
$5.47K ﹤0.01%
160
323
$5.34K ﹤0.01%
108
324
$5.31K ﹤0.01%
31
+1
325
$5K ﹤0.01%
70
-130
11 12
13
14 15