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
$162M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.5M
3
+$807K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$777K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$709K

Top Sells

1
+$2.88M
2
+$874K
3
+$669K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$540K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$499K

Sector Composition

1 Technology 4.53%
2 Industrials 3.83%
3 Healthcare 2.9%
4 Financials 2.18%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$74.4K 0.05%
687
+3
152
$74.2K 0.05%
813
-184
153
$71.4K 0.04%
1,428
-149
154
$67K 0.04%
373
+2
155
$63.8K 0.04%
4,829
+2,799
156
$62.8K 0.04%
1,319
-12
157
$62.4K 0.04%
2,971
+910
158
$61.8K 0.04%
2,337
+22
159
$61.4K 0.04%
873
-3,218
160
$60.3K 0.04%
630
161
$59.5K 0.04%
444
-24
162
$58.5K 0.04%
+2,274
163
$58.1K 0.04%
1,771
-610
164
$56.8K 0.04%
852
165
$56.4K 0.03%
263
166
$55.3K 0.03%
353
+2
167
$54.9K 0.03%
500
168
$53.9K 0.03%
1,179
+23
169
$52.5K 0.03%
200
-12
170
$51.6K 0.03%
141
171
$50.9K 0.03%
452
+190
172
$45.6K 0.03%
483
-15
173
$43.3K 0.03%
177
174
$43K 0.03%
2,361
+28
175
$42.9K 0.03%
1,242
-165
5 6
7
8 9