WWA

WCG Wealth Advisors Portfolio holdings

AUM $3.57B
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$19.3M
3
+$9.82M
4
TSLA icon
Tesla
TSLA
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$6.15M

Top Sells

1
+$25.7M
2
+$17.6M
3
+$6.02M
4
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$5.49M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$4.38M

Sector Composition

1 Technology 12.13%
2 Financials 6.91%
3 Communication Services 3.84%
4 Consumer Discretionary 3.48%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$844K 0.05%
+15,589
252
$843K 0.05%
+18,697
253
$838K 0.05%
18,834
+998
254
$836K 0.05%
11,378
-4,742
255
$829K 0.05%
11,271
+408
256
$824K 0.05%
12,671
+975
257
$822K 0.05%
14,183
-2,148
258
$817K 0.05%
12,340
+250
259
$805K 0.05%
24,193
-1,430
260
$794K 0.05%
118,439
+8,329
261
$783K 0.05%
12,590
+58
262
$782K 0.05%
13,109
+1,286
263
$774K 0.05%
12,150
-26,847
264
$723K 0.05%
10,951
-2,671
265
$713K 0.04%
13,584
+1,656
266
$710K 0.04%
13,107
-1,614
267
$689K 0.04%
12,929
-28,600
268
$654K 0.04%
16,676
+1,672
269
$646K 0.04%
45,360
+884
270
$643K 0.04%
+56,773
271
$635K 0.04%
70,177
+4,380
272
$625K 0.04%
12,231
-501
273
$624K 0.04%
+27,454
274
$620K 0.04%
+13,593
275
$619K 0.04%
18,543
-2,765
9 10
11
12 13