WWA

WCG Wealth Advisors Portfolio holdings

AUM $1.6B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.1M
3
+$9.57M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$7.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.07M

Top Sells

1
+$16.7M
2
+$13.7M
3
+$13.6M
4
MSFT icon
Microsoft
MSFT
+$10.6M
5
AAPL icon
Apple
AAPL
+$9.24M

Sector Composition

1 Technology 9.02%
2 Financials 5.45%
3 Communication Services 3.15%
4 Consumer Discretionary 2.92%
5 Consumer Staples 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
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