WWA

WCG Wealth Advisors Portfolio holdings

AUM $3.57B
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.48M
3
+$2.48M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.36M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.3M

Top Sells

1
+$9.74M
2
+$9.42M
3
+$6.91M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$5.6M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.44M

Sector Composition

1 Technology 9.97%
2 Financials 5.77%
3 Consumer Discretionary 3.77%
4 Communication Services 3.27%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
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