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
326
$7.49K ﹤0.01%
+80
327
$7.32K ﹤0.01%
+57
328
$7.25K ﹤0.01%
+496
329
$7.24K ﹤0.01%
+13
330
$7.24K ﹤0.01%
+278
331
$7.07K ﹤0.01%
+274
332
$6.96K ﹤0.01%
+200
333
$6.91K ﹤0.01%
+203
334
$6.77K ﹤0.01%
+120
335
$6.76K ﹤0.01%
+90
336
$6.57K ﹤0.01%
+97
337
$6.47K ﹤0.01%
+307
338
$6.41K ﹤0.01%
+128
339
$6.34K ﹤0.01%
+375
340
$6.13K ﹤0.01%
+160
341
$5.94K ﹤0.01%
+146
342
$5.88K ﹤0.01%
+100
343
$5.87K ﹤0.01%
+161
344
$5.82K ﹤0.01%
+154
345
$5.73K ﹤0.01%
+120
346
$5.71K ﹤0.01%
+75
347
$5.69K ﹤0.01%
+105
348
$5.69K ﹤0.01%
+200
349
$5.63K ﹤0.01%
+409
350
$5.36K ﹤0.01%
+156
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