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

Top Buys

1 +$23.6M
2 +$12.5M
3 +$12M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.54M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.66M

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
301
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304
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305
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311
-47,697