WFP

Wrenne Financial Planning Portfolio holdings

AUM $214M
1-Year Est. Return 11.35%
This Quarter Est. Return
1 Year Est. Return
+11.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$17.2M
3 +$10.9M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.94M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.46%
2 Real Estate 0.56%
3 Consumer Discretionary 0.18%
4 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$209K 0.18%
+1,481