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
$756M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.5M
3
+$12M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.56M
5
HDV
iShares Core High Dividend ETF
HDV
+$2.95M

Top Sells

1
+$9.05M
2
+$7.93M
3
+$4.87M
4
AAPL icon
Apple
AAPL
+$3.22M
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$1.94M

Sector Composition

1 Technology 5.3%
2 Financials 4.35%
3 Healthcare 3.78%
4 Communication Services 3.6%
5 Consumer Discretionary 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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