WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
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
+$11.7M
2
+$9.88M
3
+$8.72M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.39M
5
IAU icon
iShares Gold Trust
IAU
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.62%
2 Industrials 4.12%
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
$28.6K 0.02%
+1,433
202
$28.5K 0.02%
+178
203
$27.8K 0.02%
+145
204
$26.2K 0.02%
+1,205
205
$25.8K 0.02%
+66
206
$25.5K 0.02%
+187
207
$25.2K 0.02%
+187
208
$24.4K 0.01%
+491
209
$24.2K 0.01%
+2,145
210
$24K 0.01%
+490
211
$23.7K 0.01%
+113
212
$23.4K 0.01%
+411
213
$23.4K 0.01%
+285
214
$23K 0.01%
+2,094
215
$23K 0.01%
+396
216
$22.9K 0.01%
+206
217
$22.8K 0.01%
+367
218
$22.7K 0.01%
+229
219
$22.5K 0.01%
+811
220
$22.4K 0.01%
+607
221
$22K 0.01%
+1,300
222
$21.9K 0.01%
+316
223
$21.9K 0.01%
+1,043
224
$21.2K 0.01%
+107
225
$21.2K 0.01%
+150
7 8
9
10 11