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
51
$580K 0.35%
+11,945
52
$563K 0.34%
+5,216
53
$547K 0.33%
+3,248
54
$544K 0.32%
+10,525
55
$515K 0.31%
+6,085
56
$507K 0.3%
+1,954
57
$500K 0.3%
+3,610
58
$498K 0.3%
+3,158
59
$476K 0.28%
+3,003
60
$474K 0.28%
+17,064
61
$469K 0.28%
+1,805
62
$460K 0.27%
+5,786
63
$451K 0.27%
+32,238
64
$448K 0.27%
+18,845
65
$443K 0.26%
+4,543
66
$422K 0.25%
+1,746
67
$412K 0.25%
+6,395
68
$410K 0.24%
+815
69
$407K 0.24%
+3,080
70
$404K 0.24%
+3,547
71
$392K 0.23%
+1,311
72
$388K 0.23%
+2,959
73
$386K 0.23%
+794
74
$378K 0.23%
+1,351
75
$374K 0.22%
+5,722
1 2
3
4 5