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
201
$27.1K 0.02%
2,128
-50
202
$27K 0.02%
281
+1
203
$26.8K 0.02%
573
-1,435
204
$24.7K 0.02%
280
-40
205
$24K 0.01%
107
206
$23.8K 0.01%
420
+115
207
$23.1K 0.01%
229
-4
208
$22.7K 0.01%
712
209
$22K 0.01%
183
-283
210
$21.7K 0.01%
341
211
$21.6K 0.01%
+4,595
212
$21.6K 0.01%
187
213
$21.5K 0.01%
189
214
$21.1K 0.01%
326
215
$21K 0.01%
641
216
$20.8K 0.01%
200
217
$20.7K 0.01%
205
218
$20.2K 0.01%
623
219
$19.5K 0.01%
265
220
$19.4K 0.01%
138
+102
221
$19K 0.01%
270
222
$18.5K 0.01%
2,258
+66
223
$17.7K 0.01%
320
224
$17.1K 0.01%
31
-9
225
$16.9K 0.01%
150
7 8
9
10 11