WCG

Wall Capital Group Portfolio holdings

AUM $88.2M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$738K
3
+$689K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$498K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$142K

Top Sells

1
+$2.54M
2
+$1.15M
3
+$274K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$150K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6K

Sector Composition

1 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$216K 0.07%
1,965
+21
27
– –
-1,108
1
2