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
426
$1.11K ﹤0.01%
26
-24
427
$1.09K ﹤0.01%
20
428
$1.07K ﹤0.01%
+5
429
$1.05K ﹤0.01%
7
430
$1.01K ﹤0.01%
60
431
$1K ﹤0.01%
28
432
$1K ﹤0.01%
90
433
$1K ﹤0.01%
108
+26
434
$980 ﹤0.01%
215
435
$862 ﹤0.01%
7
436
$857 ﹤0.01%
4
437
$762 ﹤0.01%
4
438
$758 ﹤0.01%
438
439
$724 ﹤0.01%
6
440
$695 ﹤0.01%
2
441
$646 ﹤0.01%
65
-5
442
$591 ﹤0.01%
66
443
$582 ﹤0.01%
253
-21
444
$571 ﹤0.01%
27
445
$529 ﹤0.01%
21
446
$520 ﹤0.01%
8
447
$502 ﹤0.01%
59
+1
448
$502 ﹤0.01%
5
449
$487 ﹤0.01%
6
450
$481 ﹤0.01%
30
16 17
18
19 20