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
$254M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Sells

1 +$7.36M
2 +$1.53M
3 +$1.48M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$25K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$130M 51.03%
377,327
-4,314
2
$58.1M 22.84%
359,957
-9,468
3
$18.2M 7.17%
229,070
+491
4
$17M 6.69%
233,186
+1,547
5
$5.1M 2.01%
336,558
+81,990
6
$4.27M 1.68%
82,709
+79
7
$4.14M 1.63%
35,598
+1,596
8
$3.99M 1.57%
58,830
+2,863
9
$3.9M 1.53%
44,838
+850
10
$2.51M 0.99%
29,600
+617
11
$2.38M 0.94%
7,577
+10
12
$1.93M 0.76%
107,328
+15,546
13
$1.14M 0.45%
+11,134
14
$963K 0.38%
2,576
-67
15
$837K 0.33%
16,710
+102
16
-37,615