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
376
$3.9K ﹤0.01%
+19
377
$3.85K ﹤0.01%
+18
378
$3.85K ﹤0.01%
+50
379
$3.83K ﹤0.01%
+27
380
$3.75K ﹤0.01%
+99
381
$3.66K ﹤0.01%
+78
382
$3.66K ﹤0.01%
+10
383
$3.65K ﹤0.01%
+53
384
$3.6K ﹤0.01%
+90
385
$3.54K ﹤0.01%
+80
386
$3.45K ﹤0.01%
+95
387
$3.42K ﹤0.01%
+25
388
$3.34K ﹤0.01%
+28
389
$3.32K ﹤0.01%
+18
390
$3.29K ﹤0.01%
+240
391
$3.26K ﹤0.01%
+30
392
$3.26K ﹤0.01%
+118
393
$3.24K ﹤0.01%
+36
394
$3.19K ﹤0.01%
+14
395
$3.17K ﹤0.01%
+120
396
$3.15K ﹤0.01%
+108
397
$3.15K ﹤0.01%
+17
398
$3.1K ﹤0.01%
+18
399
$3.09K ﹤0.01%
+66
400
$3.02K ﹤0.01%
+22
14 15
16
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