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
$1.36B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$20.2M
3
+$19.9M
4
AMZN icon
Amazon
AMZN
+$18.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.4M

Top Sells

1
+$8.59M
2
+$4.28M
3
+$3.19M
4
BMY icon
Bristol-Myers Squibb
BMY
+$833K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$694K

Sector Composition

1 Technology 8.93%
2 Financials 5.59%
3 Consumer Discretionary 3.35%
4 Communication Services 3.32%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$637K 0.05%
+13,788
227
$628K 0.05%
+14,903
228
$619K 0.05%
13,984
+217
229
$611K 0.04%
+16,684
230
$611K 0.04%
16,394
-633
231
$597K 0.04%
12,421
+31
232
$589K 0.04%
+13,193
233
$577K 0.04%
+41,633
234
$567K 0.04%
+11,981
235
$539K 0.04%
+12,797
236
$515K 0.04%
+31,020
237
$514K 0.04%
24,000
238
$512K 0.04%
+35,168
239
$503K 0.04%
+15,595
240
$503K 0.04%
+60,850
241
$486K 0.04%
+13,003
242
$486K 0.04%
+10,042
243
$450K 0.03%
11,301
-4,390
244
$448K 0.03%
+14,686
245
$444K 0.03%
14,440
+3,626
246
$428K 0.03%
15,829
+2,790
247
$425K 0.03%
+12,845
248
$422K 0.03%
17,805
+1,548
249
$415K 0.03%
+12,365
250
$415K 0.03%
+10,090
8 9
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