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
26
$1.43M 0.85%
+28,414
27
$1.33M 0.79%
+3,202
28
$1.25M 0.74%
+45,710
29
$1.12M 0.67%
+19,315
30
$1.11M 0.66%
+14,356
31
$1.05M 0.62%
+44,218
32
$986K 0.59%
+3,196
33
$961K 0.57%
+9,327
34
$946K 0.56%
+8,629
35
$928K 0.55%
+19,983
36
$927K 0.55%
+28,391
37
$891K 0.53%
+8,527
38
$884K 0.53%
+16,409
39
$777K 0.46%
+10,167
40
$770K 0.46%
+15,507
41
$759K 0.45%
+9,786
42
$745K 0.44%
+6,157
43
$716K 0.43%
+19,499
44
$707K 0.42%
+11,596
45
$686K 0.41%
+12,760
46
$626K 0.37%
+20,634
47
$622K 0.37%
+8,394
48
$602K 0.36%
+3,940
49
$596K 0.35%
+24,707
50
$594K 0.35%
+14,842
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