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
176
$45K 0.03%
+403
177
$44.8K 0.03%
+866
178
$44K 0.03%
+194
179
$43.3K 0.03%
+1,115
180
$42.9K 0.03%
+1,555
181
$42.4K 0.03%
+260
182
$41.1K 0.02%
+246
183
$40.4K 0.02%
+141
184
$38.8K 0.02%
+415
185
$38.1K 0.02%
+1,624
186
$38.1K 0.02%
+622
187
$37.9K 0.02%
+796
188
$37.8K 0.02%
+415
189
$37.7K 0.02%
+1,020
190
$36.2K 0.02%
+260
191
$35.6K 0.02%
+326
192
$34.6K 0.02%
+1,100
193
$34.3K 0.02%
+1,878
194
$34.1K 0.02%
+1,171
195
$33.8K 0.02%
+551
196
$33.5K 0.02%
+1,211
197
$32.7K 0.02%
+542
198
$32K 0.02%
+937
199
$31K 0.02%
+513
200
$30.5K 0.02%
+564
6 7
8
9 10