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
476
$478 ﹤0.01%
+16
477
$454 ﹤0.01%
+100
478
$449 ﹤0.01%
+3
479
$415 ﹤0.01%
+2
480
$375 ﹤0.01%
+10
481
$371 ﹤0.01%
+9
482
$370 ﹤0.01%
+9
483
$364 ﹤0.01%
+26
484
$361 ﹤0.01%
+2
485
$345 ﹤0.01%
+12
486
$340 ﹤0.01%
+90
487
$338 ﹤0.01%
+16
488
$326 ﹤0.01%
+14
489
$309 ﹤0.01%
+6
490
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+13
491
$287 ﹤0.01%
+55
492
$287 ﹤0.01%
+19
493
$286 ﹤0.01%
+60
494
$286 ﹤0.01%
+26
495
$268 ﹤0.01%
+8
496
$261 ﹤0.01%
+8
497
$259 ﹤0.01%
+15
498
$256 ﹤0.01%
+2
499
$250 ﹤0.01%
+13
500
$248 ﹤0.01%
+1
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