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 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
301
$288K 0.02%
14,256
-8
302
$264K 0.02%
13,369
+178
303
$251K 0.02%
11,014
+172
304
$245K 0.02%
10,554
-1,146
305
$244K 0.02%
+36,541
306
$219K 0.01%
13,617
+454
307
$216K 0.01%
+30,200
308
-11,885
309
-37,400
310
-12,573
311
-28,675
312
-14,038
313
-21,200
314
-28,506
315
-12,124
316
-10,401