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
201
$29.1K 0.02%
+397
202
$28.6K 0.02%
+1,433
203
$28.5K 0.02%
+178
204
$27.8K 0.02%
+145
205
$26.2K 0.02%
+1,205
206
$25.8K 0.02%
+66
207
$25.5K 0.02%
+187
208
$25.2K 0.02%
+187
209
$24.4K 0.01%
+491
210
$24.2K 0.01%
+2,145
211
$24K 0.01%
+490
212
$23.7K 0.01%
+113
213
$23.4K 0.01%
+411
214
$23.4K 0.01%
+285
215
$23K 0.01%
+2,094
216
$23K 0.01%
+396
217
$22.9K 0.01%
+206
218
$22.8K 0.01%
+367
219
$22.7K 0.01%
+229
220
$22.5K 0.01%
+811
221
$22.4K 0.01%
+607
222
$22.2K 0.01%
+927
223
$22K 0.01%
+1,300
224
$21.9K 0.01%
+316
225
$21.9K 0.01%
+1,043