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
401
$1.66K ﹤0.01%
5
402
$1.65K ﹤0.01%
43
403
$1.64K ﹤0.01%
36
404
$1.62K ﹤0.01%
300
405
$1.55K ﹤0.01%
232
406
$1.54K ﹤0.01%
5
407
$1.52K ﹤0.01%
95
408
$1.5K ﹤0.01%
25
409
$1.5K ﹤0.01%
54
410
$1.49K ﹤0.01%
44
411
$1.49K ﹤0.01%
20
412
$1.47K ﹤0.01%
62
-5
413
$1.46K ﹤0.01%
3
414
$1.45K ﹤0.01%
50
415
$1.39K ﹤0.01%
40
416
$1.38K ﹤0.01%
21
417
$1.36K ﹤0.01%
130
418
$1.32K ﹤0.01%
8
419
$1.32K ﹤0.01%
120
420
$1.27K ﹤0.01%
6
421
$1.22K ﹤0.01%
48
422
$1.2K ﹤0.01%
25
423
$1.18K ﹤0.01%
146
424
$1.18K ﹤0.01%
8
425
$1.13K ﹤0.01%
+20
15 16
17
18 19