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
301
$456K 0.03%
50,686
302
$455K 0.03%
37,059
+8,252
303
$442K 0.03%
38,121
-221
304
$438K 0.03%
20,874
305
$429K 0.03%
10,266
+142
306
$429K 0.03%
36,475
-300
307
$429K 0.03%
11,083
-24,627
308
$428K 0.03%
16,547
-6,374
309
$428K 0.03%
37,543
310
$425K 0.03%
42,492
311
$422K 0.03%
19,361
-2,522
312
$417K 0.03%
20,812
-2,206
313
$408K 0.03%
17,666
-504
314
$399K 0.03%
+52,300
315
$393K 0.02%
20,248
+21
316
$393K 0.02%
29,375
317
$376K 0.02%
54,382
318
$359K 0.02%
+15,559
319
$348K 0.02%
+10,390
320
$331K 0.02%
13,626
+3,528
321
$331K 0.02%
+11,100
322
$327K 0.02%
11,800
+1,800
323
$303K 0.02%
31,657
-14,431
324
$297K 0.02%
+10,387
325
$287K 0.02%
+11,435
11 12
13
14 15