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
$174M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.89M
3
+$4.78M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.34M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.2M

Top Sells

1
+$3.01M
2
+$1.72M
3
+$1.61M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.59M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.25M

Sector Composition

1 Energy 0%
2 Healthcare 0%
3 Industrials 0%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-244
1 2
3