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
451
$1.31K ﹤0.01%
+7
452
$1.25K ﹤0.01%
+10
453
$1.25K ﹤0.01%
+5
454
$1.23K ﹤0.01%
+24
455
$1.22K ﹤0.01%
+50
456
$1.2K ﹤0.01%
+39
457
$1.18K ﹤0.01%
+49
458
$1.11K ﹤0.01%
+4
459
$1.07K ﹤0.01%
+3
460
$972 ﹤0.01%
+25
461
$918 ﹤0.01%
+59
462
$880 ﹤0.01%
+5
463
$859 ﹤0.01%
+5
464
$729 ﹤0.01%
+124
465
$718 ﹤0.01%
+16
466
$692 ﹤0.01%
+27
467
$680 ﹤0.01%
+30
468
$672 ﹤0.01%
+13
469
$668 ﹤0.01%
+3
470
$635 ﹤0.01%
+30
471
$577 ﹤0.01%
+20
472
$557 ﹤0.01%
+8
473
$543 ﹤0.01%
+30
474
$539 ﹤0.01%
+4
475
$482 ﹤0.01%
+5
17 18
19
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