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
351
$5.33K ﹤0.01%
+1,024
352
$5.32K ﹤0.01%
+36
353
$5.32K ﹤0.01%
+100
354
$5.27K ﹤0.01%
+115
355
$5.14K ﹤0.01%
+108
356
$5.02K ﹤0.01%
+195
357
$4.92K ﹤0.01%
+42
358
$4.91K ﹤0.01%
+68
359
$4.85K ﹤0.01%
+115
360
$4.84K ﹤0.01%
+47
361
$4.79K ﹤0.01%
+19
362
$4.78K ﹤0.01%
+8
363
$4.65K ﹤0.01%
+56
364
$4.65K ﹤0.01%
+55
365
$4.51K ﹤0.01%
+50
366
$4.51K ﹤0.01%
+158
367
$4.49K ﹤0.01%
+25
368
$4.45K ﹤0.01%
+6
369
$4.37K ﹤0.01%
+52
370
$4.22K ﹤0.01%
+78
371
$4.13K ﹤0.01%
+101
372
$4.11K ﹤0.01%
+42
373
$4.03K ﹤0.01%
+59
374
$3.97K ﹤0.01%
+25
375
$3.95K ﹤0.01%
+110
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