WWA

WCG Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$29.8M
3
+$26.7M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$25.7M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$20.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.22%
2 Financials 4.37%
3 Healthcare 4.05%
4 Communication Services 3.74%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$266K 0.04%
+1,464
227
$265K 0.04%
+6,077
228
$264K 0.04%
+3,150
229
$263K 0.04%
+6,952
230
$260K 0.04%
+5,201
231
$249K 0.03%
+5,847
232
$248K 0.03%
+2,402
233
$246K 0.03%
+12,432
234
$243K 0.03%
+10,703
235
$242K 0.03%
+10,381
236
$241K 0.03%
+5,787
237
$238K 0.03%
+2,024
238
$237K 0.03%
+1,547
239
$236K 0.03%
+4,403
240
$233K 0.03%
+9,676
241
$232K 0.03%
+3,702
242
$231K 0.03%
+5,709
243
$230K 0.03%
+377
244
$230K 0.03%
+2,522
245
$229K 0.03%
+7,900
246
$229K 0.03%
+9,609
247
$227K 0.03%
+4,890
248
$221K 0.03%
+3,542
249
$221K 0.03%
+18,850
250
$221K 0.03%
+1,934
7 8 9
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