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
126
$120K 0.07%
+157
127
$119K 0.07%
+672
128
$118K 0.07%
+1,612
129
$117K 0.07%
+1,840
130
$114K 0.07%
+4,698
131
$113K 0.07%
+2,280
132
$105K 0.06%
+962
133
$101K 0.06%
+1,766
134
$99.9K 0.06%
+933
135
$94.9K 0.06%
+705
136
$91.6K 0.05%
+3,617
137
$89.4K 0.05%
+402
138
$84.6K 0.05%
+846
139
$84.2K 0.05%
+3,520
140
$84.2K 0.05%
+1,577
141
$81.2K 0.05%
+686
142
$79.4K 0.05%
+645
143
$78.7K 0.05%
+2,590
144
$78.5K 0.05%
+8,950
145
$77.5K 0.05%
+1,860
146
$77.3K 0.05%
+1,659
147
$76.5K 0.05%
+588
148
$73.6K 0.04%
+1,321
149
$73.1K 0.04%
+1,506
150
$71.9K 0.04%
+767
4 5
6
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