WWA
WCG Wealth Advisors Portfolio holdings
AUM
$1.55B
This Quarter Return
+9.68%
1 Year Return
+14.12%
3 Year Return
+50.36%
5 Year Return
–
10 Year Return
–
AUM
$1.55B
AUM Growth
+$1.55B
(+17%)
Cap. Flow
+$126M
Cap. Flow
% of AUM
8.14%
Top 10 Holdings %
Top 10 Hldgs %
21.91%
Holding
348
New
64
Increased
148
Reduced
111
Closed
21
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$22.2M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$15.1M |
| 3 |
PWRD
TCW Transform Systems ETF
PWRD
|
$14.3M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$12.9M |
| 5 |
Xtrackers S&P 500 ESG ETF
SNPE
|
$10M |
Top Sells
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Financials | 5.64% |
| 3 | Communication Services | 3.08% |
| 4 | Consumer Discretionary | 2.9% |
| 5 | Consumer Staples | 1.75% |
