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
251
$414K 0.03%
+12,104
252
$406K 0.03%
+14,008
253
$405K 0.03%
+11,922
254
$398K 0.03%
24,936
-3,751
255
$393K 0.03%
+44,988
256
$376K 0.03%
+13,323
257
$351K 0.03%
+11,085
258
$342K 0.03%
19,980
-52
259
$341K 0.03%
11,344
-2,889
260
$336K 0.02%
+11,132
261
$328K 0.02%
10,125
262
$322K 0.02%
49,520
-1,283
263
$322K 0.02%
+10,011
264
$317K 0.02%
+10,400
265
$307K 0.02%
14,129
+1,791
266
$305K 0.02%
+12,770
267
$291K 0.02%
+32,143
268
$274K 0.02%
+13,024
269
$271K 0.02%
11,405
-1,313
270
$268K 0.02%
+19,110
271
$266K 0.02%
+14,057
272
$257K 0.02%
10,693
-1,458
273
$241K 0.02%
+11,844
274
$240K 0.02%
11,950
275
$237K 0.02%
+14,676
8 9 10
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