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 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
251
$220K 0.03%
+5,550
252
$220K 0.03%
+2,597
253
$216K 0.03%
+4,489
254
$215K 0.03%
+4,831
255
$213K 0.03%
+5,458
256
$213K 0.03%
+2,591
257
$213K 0.03%
+1,549
258
$210K 0.03%
+387
259
$207K 0.03%
+1,935
260
$207K 0.03%
+5,532
261
$207K 0.03%
+3,142
262
$194K 0.03%
+49,520
263
$191K 0.03%
+11,569
264
$158K 0.02%
+1,399
265
$146K 0.02%
+15,683
266
$117K 0.02%
+12,846
267
$115K 0.02%
+13,277
268
$104K 0.01%
+10,144
269
$75K 0.01%
+36,632
270
$11K ﹤0.01%
+3,402
271
$11K ﹤0.01%
+47,697