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
State Street Energy Select Sector SPDR ETF
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
176
$42.7K 0.03%
1,820
-330
177
$41.7K 0.03%
496
-20
178
$41.2K 0.03%
415
179
$41K 0.03%
+2,430
180
$40.6K 0.03%
1,656
+10
181
$39.5K 0.02%
219
-28
182
$38.9K 0.02%
430
183
$38.6K 0.02%
+1,632
184
$38.5K 0.02%
254
+1
185
$38.1K 0.02%
601
+4
186
$37.7K 0.02%
366
-44
187
$36.3K 0.02%
1,188
-350
188
$36K 0.02%
1,672
-398
189
$35.7K 0.02%
696
+1
190
$35.2K 0.02%
3,713
-5
191
$34.8K 0.02%
400
192
$34.2K 0.02%
407
+3
193
$33.4K 0.02%
1,047
+9
194
$32.9K 0.02%
221
+1
195
$32.3K 0.02%
1,211
196
$32.2K 0.02%
169
197
$32.2K 0.02%
290
-30
198
$31.1K 0.02%
796
199
$29.1K 0.02%
249
-2,743
200
$27.7K 0.02%
939
+106
6 7
8
9 10