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
276
$588K 0.04%
12,186
277
$586K 0.04%
+24,162
278
$579K 0.04%
38,596
+827
279
$578K 0.04%
13,643
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280
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19,080
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281
$560K 0.04%
12,224
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282
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11,025
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283
$557K 0.03%
12,156
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284
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285
$546K 0.03%
60,850
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286
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11,232
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287
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27,888
288
$532K 0.03%
22,425
-2,090
289
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+10,262
290
$519K 0.03%
26,236
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291
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292
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293
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57,428
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294
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12,217
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295
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17,360
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296
$502K 0.03%
55,089
-511
297
$488K 0.03%
13,263
298
$481K 0.03%
16,986
-13
299
$470K 0.03%
36,752
300
$469K 0.03%
22,209
10 11
12
13 14