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
251
$491K 0.04%
+20,770
252
$490K 0.04%
12,919
-2,676
253
$488K 0.04%
+26,700
254
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16,664
-11,824
255
$478K 0.04%
12,934
-1,074
256
$474K 0.03%
+16,780
257
$456K 0.03%
+10,036
258
$454K 0.03%
14,026
-660
259
$429K 0.03%
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-814
260
$424K 0.03%
11,763
-341
261
$417K 0.03%
18,885
+1,080
262
$412K 0.03%
12,577
-746
263
$407K 0.03%
11,281
-641
264
$399K 0.03%
+20,208
265
$395K 0.03%
13,529
-1,147
266
$385K 0.03%
22,856
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267
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49,520
268
$383K 0.03%
11,356
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269
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13,161
-2,668
270
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11,200
+800
271
$373K 0.03%
+19,198
272
$368K 0.03%
10,125
273
$362K 0.03%
+12,821
274
$361K 0.03%
+10,373
275
$357K 0.03%
+17,503
9 10
11
12 13