WCG
Wall Capital Group Portfolio holdings
AUM $88.2M
1-Year Return
21.75%
This Quarter Return
-0.91%
1 Year Return
+21.75%
3 Year Return
+16.58%
5 Year Return
+72.62%
10 Year Return
–
AUM
$174M
AUM Growth
+$15.9M
(+10%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
10.43%
Top 10 Holdings %
Top 10 Hldgs %
75.14%
Holding
51
New
1
Increased
20
Reduced
9
Closed
18
Top Buys
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$3.01M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$1.72M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$1.61M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$1.59M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$1.25M |
Sector Composition
| 1 | Energy | 0% |
| 2 | Healthcare | 0% |
| 3 | Industrials | 0% |
| 4 | Real Estate | 0% |