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
$243M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.77M
3
+$242K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$180K
5
SSUS icon
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
+$130K

Top Sells

1
+$19.2M
2
+$6.02M
3
+$2.31M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$990K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,013
27
– –
-2,384
28
– –
-1,122
1
2