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
76
$372K 0.22%
+4,687
77
$370K 0.22%
+2,750
78
$365K 0.22%
+20,443
79
$360K 0.21%
+877
80
$357K 0.21%
+3,897
81
$356K 0.21%
+3,496
82
$354K 0.21%
+1,598
83
$347K 0.21%
+10,520
84
$345K 0.21%
+5,683
85
$341K 0.2%
+1,842
86
$337K 0.2%
+598
87
$332K 0.2%
+2,663
88
$328K 0.2%
+19,726
89
$326K 0.19%
+2,065
90
$313K 0.19%
+688
91
$313K 0.19%
+909
92
$310K 0.18%
+1,872
93
$307K 0.18%
+869
94
$304K 0.18%
+4,734
95
$304K 0.18%
+5,112
96
$298K 0.18%
+11,362
97
$285K 0.17%
+1,257
98
$282K 0.17%
+553
99
$273K 0.16%
+2,014
100
$263K 0.16%
+1,450
2 3
4
5 6