WWA
WCG Wealth Advisors Portfolio holdings
AUM
$1.55B
This Quarter Return
+10.31%
1 Year Return
+14.12%
3 Year Return
+50.36%
5 Year Return
–
10 Year Return
–
AUM
$1.36B
AUM Growth
+$1.36B
(-0.3%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-8.17%
Top 10 Holdings %
Top 10 Hldgs %
24.81%
Holding
320
New
40
Increased
73
Reduced
176
Closed
27
Top Buys
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$11.2M |
| 2 |
Autodesk
ADSK
|
$2.79M |
| 3 |
Avantis US Equity ETF
AVUS
|
$2.67M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.49M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.45M |
Top Sells
Sector Composition
| 1 | Technology | 9.97% |
| 2 | Financials | 5.77% |
| 3 | Consumer Discretionary | 3.77% |
| 4 | Communication Services | 3.27% |
| 5 | Healthcare | 2.05% |
