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
351
$3.93K ﹤0.01%
6
352
$3.92K ﹤0.01%
50
353
$3.86K ﹤0.01%
32
+3
354
$3.79K ﹤0.01%
8
355
$3.77K ﹤0.01%
10
356
$3.77K ﹤0.01%
100
357
$3.7K ﹤0.01%
80
358
$3.67K ﹤0.01%
18
359
$3.63K ﹤0.01%
28
360
$3.48K ﹤0.01%
56
361
$3.42K ﹤0.01%
34
362
$3.4K ﹤0.01%
25
363
$3.36K ﹤0.01%
56
364
$3.25K ﹤0.01%
83
365
$3.23K ﹤0.01%
18
366
$3.23K ﹤0.01%
+155
367
$3.2K ﹤0.01%
95
+20
368
$3.1K ﹤0.01%
36
369
$2.97K ﹤0.01%
175
370
$2.85K ﹤0.01%
34
-47
371
$2.84K ﹤0.01%
18
372
$2.79K ﹤0.01%
186
373
$2.73K ﹤0.01%
482
-30
374
$2.71K ﹤0.01%
27
375
$2.68K ﹤0.01%
108
13 14
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16 17