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
451
$1.36K ﹤0.01%
+104
452
$1.32K ﹤0.01%
+43
453
$1.32K ﹤0.01%
+3
454
$1.31K ﹤0.01%
+7
455
$1.25K ﹤0.01%
+10
456
$1.25K ﹤0.01%
+5
457
$1.23K ﹤0.01%
+24
458
$1.22K ﹤0.01%
+50
459
$1.2K ﹤0.01%
+39
460
$1.18K ﹤0.01%
+49
461
$1.11K ﹤0.01%
+4
462
$1.07K ﹤0.01%
+3
463
$972 ﹤0.01%
+25
464
$918 ﹤0.01%
+59
465
$880 ﹤0.01%
+5
466
$859 ﹤0.01%
+5
467
$729 ﹤0.01%
+124
468
$718 ﹤0.01%
+16
469
$692 ﹤0.01%
+27
470
$680 ﹤0.01%
+30
471
$672 ﹤0.01%
+13
472
$668 ﹤0.01%
+3
473
$635 ﹤0.01%
+30
474
$577 ﹤0.01%
+20
475
$557 ﹤0.01%
+8
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