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
501
$256 ﹤0.01%
+2
502
$250 ﹤0.01%
+13
503
$248 ﹤0.01%
+1
504
$245 ﹤0.01%
+7
505
$237 ﹤0.01%
+8
506
– –
0
507
$145 ﹤0.01%
+3
508
$144 ﹤0.01%
+11
509
$128 ﹤0.01%
+33
510
$92 ﹤0.01%
+6
511
$88 ﹤0.01%
+5
512
$68 ﹤0.01%
+5
513
$53 ﹤0.01%
+10
514
$48 ﹤0.01%
+1
515
$23 ﹤0.01%
+1
516
$22 ﹤0.01%
+1
517
$9 ﹤0.01%
+2
518
– –
0
519
– –
0
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