WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$229K
3
+$175K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$162K
5
ICLR icon
Icon
ICLR
+$154K

Top Sells

1
+$545K
2
+$171K
3
+$161K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$152K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$139K

Sector Composition

1 Technology 4.93%
2 Industrials 3.94%
3 Healthcare 2.76%
4 Financials 2.15%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.33K ﹤0.01%
156
352
$3.27K ﹤0.01%
18
353
$3.25K ﹤0.01%
+100
354
$3.19K ﹤0.01%
50
355
$3.13K ﹤0.01%
28
356
$3.13K ﹤0.01%
186
357
$3.1K ﹤0.01%
80
358
$3.08K ﹤0.01%
83
359
$3.03K ﹤0.01%
25
360
$3.03K ﹤0.01%
10
361
$3.02K ﹤0.01%
41
362
$3K ﹤0.01%
36
363
$2.98K ﹤0.01%
429
+15
364
$2.98K ﹤0.01%
+36
365
$2.89K ﹤0.01%
+47
366
$2.85K ﹤0.01%
58
367
$2.69K ﹤0.01%
18
368
$2.68K ﹤0.01%
27
369
$2.6K ﹤0.01%
56
370
$2.54K ﹤0.01%
53
371
$2.51K ﹤0.01%
14
372
$2.46K ﹤0.01%
1,054
+19
373
$2.42K ﹤0.01%
89
-1
374
$2.42K ﹤0.01%
34
375
$2.4K ﹤0.01%
30
13 14
15
16 17