Carmen McClennon

@Wr Wealth Planners, Llc

Latest period2024 - Q3

Reported3mo 2d ago

Managed Assets$359.525M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IYRIshares U.s. Real Estate Etf Recent Activity New Position	0.02%	$42,870 421 shares@ $101.83 avg price	New Position
SLYVSpdr S&p 600 Small Cap Value Etf Recent Activity New Position	0.01%	$34,049 392 shares@ $86.86 avg price	New Position
FBTCFidelity Wise Origin Bitcoin Fund Recent Activity New Position	0.01%	$32,929 593 shares@ $55.53 avg price	New Position
VTEBVanguard Tax-exempt Bond Etf Recent Activity New Position	0.01%	$32,819 642 shares@ $51.12 avg price	New Position
SCHESchwab Emerging Markets Equity Etf Recent Activity New Position	0.01%	$31,808 1,090 shares@ $29.19 avg price	New Position
HYLBXtrackers Usd High Yield Corporate Bond Etf Recent Activity New Position	0.01%	$31,546 854 shares@ $36.94 avg price	New Position
SCHFSchwab International Equity Etf Recent Activity New Position	0.01%	$30,800 749 shares@ $41.13 avg price	New Position
SFYSofi Select 500 Etf Recent Activity New Position	0.01%	$27,346 1,316 shares@ $20.78 avg price	New Position
TKOTko Group Holdings Inc Cl A Recent Activity New Position	0.01%	$27,318 221 shares@ $123.62 avg price	New Position
BLKBlackrock Inc Com Recent Activity New Position	0.01%	$26,586 28 shares@ $949.5 avg price	New Position