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
426
$2.12K ﹤0.01%
+24
427
$2.1K ﹤0.01%
+438
428
$2.02K ﹤0.01%
+36
429
$1.98K ﹤0.01%
+138
430
$1.96K ﹤0.01%
+232
431
$1.91K ﹤0.01%
+20
432
$1.82K ﹤0.01%
+17
433
$1.79K ﹤0.01%
+38
434
$1.74K ﹤0.01%
+86
435
$1.72K ﹤0.01%
+22
436
$1.7K ﹤0.01%
+8
437
$1.68K ﹤0.01%
+54
438
$1.67K ﹤0.01%
+7
439
$1.65K ﹤0.01%
+8
440
$1.59K ﹤0.01%
+4
441
$1.59K ﹤0.01%
+95
442
$1.55K ﹤0.01%
+42
443
$1.55K ﹤0.01%
+21
444
$1.55K ﹤0.01%
+21
445
$1.54K ﹤0.01%
+20
446
$1.51K ﹤0.01%
+6
447
$1.51K ﹤0.01%
+5
448
$1.51K ﹤0.01%
+18
449
$1.47K ﹤0.01%
+8
450
$1.44K ﹤0.01%
+315
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