WCG

Wall Capital Group Portfolio holdings

AUM $105M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
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 +$6.69M
2 +$492K
3 +$386K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$382K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$271K

Sector Composition

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