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
$1.48B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$9.16M
3
+$7.51M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$7.26M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$7.21M

Top Sells

1
+$16M
2
+$11M
3
+$8.86M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.25M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.79M

Sector Composition

1 Technology 10.11%
2 Financials 4.72%
3 Consumer Discretionary 3.26%
4 Communication Services 2.89%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$644K 0.04%
+14,643
252
$639K 0.04%
10,618
-335
253
$619K 0.04%
+11,841
254
$608K 0.04%
10,021
255
$607K 0.04%
15,384
-10,885
256
$606K 0.04%
12,418
-73
257
$603K 0.04%
25,704
+2,258
258
$596K 0.04%
12,470
+429
259
$594K 0.04%
15,895
+193
260
$568K 0.04%
13,996
+217
261
$562K 0.04%
13,805
+459
262
$553K 0.04%
+15,039
263
$551K 0.04%
11,865
-132
264
$551K 0.04%
+19,024
265
$549K 0.04%
60,850
266
$536K 0.04%
11,733
+1
267
$526K 0.04%
10,899
-371
268
$511K 0.03%
16,850
+3,500
269
$508K 0.03%
13,479
-202
270
$507K 0.03%
+10,115
271
$496K 0.03%
14,155
+88
272
$490K 0.03%
23,890
+322
273
$483K 0.03%
24,282
+403
274
$478K 0.03%
+12,744
275
$472K 0.03%
10,900
9 10
11
12 13