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
276
$471K 0.03%
13,541
277
$453K 0.03%
15,452
-2,250
278
$451K 0.03%
11,039
-891
279
$448K 0.03%
10,125
280
$447K 0.03%
15,123
+63
281
$447K 0.03%
21,494
+1,351
282
$435K 0.03%
10,840
-203
283
$420K 0.03%
14,799
+2,834
284
$410K 0.03%
+12,362
285
$404K 0.03%
21,593
-21,388
286
$401K 0.03%
+11,906
287
$400K 0.03%
10,182
-250
288
$388K 0.03%
11,325
+118
289
$382K 0.03%
+12,839
290
$372K 0.03%
11,953
-336
291
$362K 0.02%
16,393
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292
$362K 0.02%
+22,624
293
$343K 0.02%
14,037
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294
$342K 0.02%
+11,380
295
$341K 0.02%
+22,924
296
$340K 0.02%
11,053
+8
297
$337K 0.02%
11,965
+1
298
$331K 0.02%
13,899
+2,782
299
$297K 0.02%
28,135
-1,130
300
$296K 0.02%
15,392
-304
9 10 11
12
13