test

Carmen McClennon

@Wr Wealth Planners, Llc

Latest period2024 - Q3ReportedManaged Assets$359.525MTotal holdings1143
Assets growth rate9.67%Assets growth rate (2-Q avg)5.81%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Wr Wealth Planners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1143 positions.

Assets under management

The assets under management (AUM) of Wr Wealth Planners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 359.525M in assets, with a quarterly growth rate of 9.67% and a 2-quarter average growth rate of 5.81%. The portfolio is managed by Carmen McClennon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QGROAmerican Century U.s. Quality Growth Etf
Recent Activity
New Position
1%
$3.587M
39,390 shares@ $91.06 avg price
JAAAJanus Detroit Street Trust Janus Henderson Aaa Clo Etf
Recent Activity
New Position
0.51%
$1.828M
35,924 shares@ $50.88 avg price
TELTe Connectivity Ltd Shs
Recent Activity
New Position
0.22%
$773,824
5,125 shares@ $151.0 avg price
ACMAecom Com
Recent Activity
New Position
0.18%
$627,675
6,078 shares@ $103.27 avg price
ONONOn Hldg Ag Namen Akt A
Recent Activity
New Position
0.15%
$534,449
10,657 shares@ $50.16 avg price
HOLXHologic Inc Com
Recent Activity
New Position
0.13%
$464,892
5,707 shares@ $81.46 avg price
IGEBIshares Investment Grade Systematic Bond Etf
Recent Activity
New Position
0.02%
$70,216
1,511 shares@ $46.47 avg price
FNDXSchwab Fundamental U.s. Large Company Etf
Recent Activity
New Position
0.02%
$59,591
830 shares@ $71.8 avg price
SCHOSchwab Short-term Us Treasury Etf
Recent Activity
New Position
0.02%
$59,252
1,210 shares@ $48.97 avg price
FTSLFirst Trust Senior Loan Fund
Recent Activity
New Position
0.02%
$54,538
1,188 shares@ $45.91 avg price