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
401
$2.96K ﹤0.01%
+142
402
$2.96K ﹤0.01%
+65
403
$2.96K ﹤0.01%
+74
404
$2.9K ﹤0.01%
+19
405
$2.85K ﹤0.01%
+10
406
$2.83K ﹤0.01%
+56
407
$2.82K ﹤0.01%
+22
408
$2.76K ﹤0.01%
+105
409
$2.7K ﹤0.01%
+40
410
$2.6K ﹤0.01%
+130
411
$2.6K ﹤0.01%
+34
412
$2.58K ﹤0.01%
+43
413
$2.48K ﹤0.01%
+10
414
$2.45K ﹤0.01%
+35
415
$2.43K ﹤0.01%
+22
416
$2.42K ﹤0.01%
+35
417
$2.38K ﹤0.01%
+50
418
$2.38K ﹤0.01%
+66
419
$2.37K ﹤0.01%
+19
420
$2.33K ﹤0.01%
+254
421
$2.31K ﹤0.01%
+40
422
$2.23K ﹤0.01%
+38
423
$2.22K ﹤0.01%
+39
424
$2.13K ﹤0.01%
+27
425
$2.12K ﹤0.01%
+9
15 16
17
18 19