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
$263M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.03%
2 Industrials 4.42%
3 Financials 3.94%
4 Healthcare 3.89%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9.63K ﹤0.01%
336
+4
577
$9.6K ﹤0.01%
179
578
$9.46K ﹤0.01%
54
579
$9.45K ﹤0.01%
261
580
$9.44K ﹤0.01%
73
581
$9.37K ﹤0.01%
683
582
$9.34K ﹤0.01%
144
583
$9.27K ﹤0.01%
336
584
$9.26K ﹤0.01%
456
585
$9.21K ﹤0.01%
40
586
$9.19K ﹤0.01%
103
587
$9.17K ﹤0.01%
544
588
$9.16K ﹤0.01%
+202
589
$9.15K ﹤0.01%
188
590
$9.08K ﹤0.01%
563
591
$9.05K ﹤0.01%
218
592
$8.98K ﹤0.01%
171
593
$8.86K ﹤0.01%
110
594
$8.79K ﹤0.01%
22
595
$8.75K ﹤0.01%
+229
596
$8.75K ﹤0.01%
120
597
$8.74K ﹤0.01%
91
598
$8.73K ﹤0.01%
105
599
$8.65K ﹤0.01%
44
600
$8.56K ﹤0.01%
55