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
376
$2.68K ﹤0.01%
14
377
$2.64K ﹤0.01%
30
378
$2.63K ﹤0.01%
+25
379
$2.57K ﹤0.01%
38
-3
380
$2.55K ﹤0.01%
95
381
$2.54K ﹤0.01%
53
382
$2.51K ﹤0.01%
+100
383
$2.46K ﹤0.01%
10
384
$2.45K ﹤0.01%
146
+1
385
$2.44K ﹤0.01%
441
+12
386
$2.31K ﹤0.01%
66
387
$2.22K ﹤0.01%
35
388
$2.2K ﹤0.01%
17
389
$2.09K ﹤0.01%
19
-30
390
$2.09K ﹤0.01%
59
391
$2.08K ﹤0.01%
10
392
$2.05K ﹤0.01%
89
393
$1.99K ﹤0.01%
34
394
$1.93K ﹤0.01%
147
+3
395
$1.86K ﹤0.01%
24
396
$1.79K ﹤0.01%
35
397
$1.78K ﹤0.01%
27
398
$1.76K ﹤0.01%
+21
399
$1.7K ﹤0.01%
41
400
$1.66K ﹤0.01%
+12
14 15
16
17 18