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
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$2.79M
3
+$2.67M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.45M

Top Sells

1
+$10M
2
+$9.74M
3
+$7.27M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$6.25M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.67M

Sector Composition

1 Technology 9.97%
2 Financials 5.77%
3 Consumer Discretionary 3.77%
4 Communication Services 3.27%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$681K 0.05%
+30,053
227
$672K 0.05%
16,646
+1,743
228
$660K 0.05%
+13,068
229
$658K 0.05%
13,779
-9
230
$650K 0.05%
+13,770
231
$637K 0.05%
+32,796
232
$628K 0.05%
14,057
-2,337
233
$623K 0.05%
+10,941
234
$622K 0.05%
+25,004
235
$611K 0.04%
17,177
-11,350
236
$600K 0.04%
11,754
-667
237
$598K 0.04%
21,983
-13,907
238
$577K 0.04%
31,903
-3,265
239
$562K 0.04%
13,050
+253
240
$559K 0.04%
28,832
-6,587
241
$551K 0.04%
+11,173
242
$548K 0.04%
13,046
+43
243
$528K 0.04%
+19,880
244
$523K 0.04%
60,850
245
$520K 0.04%
14,494
+1,301
246
$515K 0.04%
10,040
-2
247
$515K 0.04%
+13,891
248
$498K 0.04%
10,089
-1
249
$498K 0.04%
+10,849
250
$492K 0.04%
+13,893
8 9
10
11 12