WCG

Wall Capital Group Portfolio holdings

AUM $88.2M
1-Year Est. Return 21.75%
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$413K
3 +$384K
4
SYSB
iShares Systematic Bond ETF
SYSB
+$374K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$208K

Top Sells

1 +$244K
2 +$147K
3 +$78.8K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$43.4K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31.4K

Sector Composition

1 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,228