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
101
$231K 0.14%
+1,931
102
$225K 0.13%
+3,002
103
$223K 0.13%
+701
104
$213K 0.13%
+8,149
105
$207K 0.12%
+1,975
106
$193K 0.11%
+9,200
107
$184K 0.11%
+1,152
108
$181K 0.11%
+2,125
109
$177K 0.11%
+6,202
110
$163K 0.1%
+1,409
111
$152K 0.09%
+1,503
112
$151K 0.09%
+2,179
113
$145K 0.09%
+2,441
114
$143K 0.09%
+262
115
$141K 0.08%
+1,068
116
$135K 0.08%
+1,316
117
$134K 0.08%
+14,543
118
$133K 0.08%
+3,644
119
$133K 0.08%
+3,170
120
$132K 0.08%
+439
121
$131K 0.08%
+2,970
122
$130K 0.08%
+1,773
123
$125K 0.07%
+2,730
124
$123K 0.07%
+757
125
$121K 0.07%
+1,346
3 4
5
6 7