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
151
$70.8K 0.04%
+286
152
$70.4K 0.04%
+594
153
$70.1K 0.04%
+1,342
154
$67.7K 0.04%
+630
155
$66.2K 0.04%
+1,120
156
$65.3K 0.04%
+244
157
$65K 0.04%
+579
158
$63K 0.04%
+256
159
$59.7K 0.04%
+367
160
$59.5K 0.04%
+442
161
$59.3K 0.04%
+435
162
$58.9K 0.04%
+722
163
$56.9K 0.03%
+415
164
$56.5K 0.03%
+244
165
$56.3K 0.03%
+1,394
166
$56K 0.03%
+1,538
167
$54.2K 0.03%
+2,282
168
$53.5K 0.03%
+852
169
$52.5K 0.03%
+346
170
$51.2K 0.03%
+263
171
$49.6K 0.03%
+505
172
$48.7K 0.03%
+592
173
$48.6K 0.03%
+229
174
$48.4K 0.03%
+200
175
$45.6K 0.03%
+282
5 6
7
8 9