WWA
WCG Wealth Advisors Portfolio holdings
AUM
$1.55B
1-Year Est. Return
14.12%
1 Year Est. Return
+14.12%
AUM
$1.32B
AUM Growth
-$197M
(-13%)
Holding
331
Top Buys
| 1 | +$14.7M | |
| 2 | +$5.12M | |
| 3 | +$4.94M | |
| 4 |
JPMorgan Active Value ETF
JAVA
|
+$3.91M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$3.67M |
Top Sells
| 1 | +$21.6M | |
| 2 | +$20.2M | |
| 3 | +$9.27M | |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$8.54M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$6.87M |
Sector Composition
| 1 | Technology | 9.9% |
| 2 | Financials | 3.91% |
| 3 | Communication Services | 2.98% |
| 4 | Consumer Discretionary | 2.85% |
| 5 | Consumer Staples | 2.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
W.P. Carey
WPC
$14.8B
| – | – |
-12,168
|
|
||
327
Technology Select Sector SPDR Fund
XLK
$93.9B
| – | – |
-10,700
|
|
||
|
HEAL
328
Global X Funds Global X HealthTech ETF
HEAL
$51.4M
| – | – |
-10,416
|
|
||
329
Global X Autonomous & Electric Vehicles ETF
DRIV
$345M
| – | – |
-13,889
|
|
||
330
Duke Energy
DUK
$100B
| – | – |
-10,113
|
|
||
331
BlackRock US Equity Factor Rotation ETF
DYNF
$26B
| – | – |
-180,928
|
|