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
$82.2M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$14M
3
+$5.32M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.99M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.76M

Top Sells

1
+$18.4M
2
+$12.2M
3
+$10.5M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.57M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$3.51M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-267
27
– –
-919
28
– –
-15,337
29
– –
-4,128
30
– –
-4,528
31
– –
-3,480
32
– –
-27,809
33
– –
-94,506
34
– –
-681
35
– –
-28,923
36
– –
-1,588
37
– –
-861
1
2