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
$168M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.88M
3
+$8.72M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.39M
5
IAU icon
iShares Gold Trust
IAU
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.62%
2 Industrials 4.12%
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
$2.9K ﹤0.01%
+19
402
$2.85K ﹤0.01%
+10
403
$2.83K ﹤0.01%
+56
404
$2.82K ﹤0.01%
+22
405
$2.76K ﹤0.01%
+105
406
$2.7K ﹤0.01%
+40
407
$2.6K ﹤0.01%
+130
408
$2.6K ﹤0.01%
+34
409
$2.58K ﹤0.01%
+43
410
$2.48K ﹤0.01%
+10
411
$2.45K ﹤0.01%
+35
412
$2.43K ﹤0.01%
+22
413
$2.42K ﹤0.01%
+35
414
$2.38K ﹤0.01%
+50
415
$2.38K ﹤0.01%
+66
416
$2.37K ﹤0.01%
+19
417
$2.33K ﹤0.01%
+254
418
$2.31K ﹤0.01%
+40
419
$2.23K ﹤0.01%
+38
420
$2.22K ﹤0.01%
+39
421
$2.13K ﹤0.01%
+27
422
$2.12K ﹤0.01%
+9
423
$2.12K ﹤0.01%
+48
424
$2.1K ﹤0.01%
+438
425
$2.02K ﹤0.01%
+36
15 16
17
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