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
$148M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$58.2M
2 +$923K
3 +$843K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$666K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$485K

Sector Composition

1 Healthcare 0.01%
2 Energy 0.01%
3 Real Estate 0%
4 Industrials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-22,782