WWA
WCG Wealth Advisors Portfolio holdings
AUM
$1.6B
1-Year Est. Return
16.1%
1 Year Est. Return
+16.1%
AUM
$1.6B
AUM Growth
+$48.9M
(+3.2%)
Holding
362
Top Buys
| 1 | +$32.3M | |
| 2 | +$19M | |
| 3 | +$9.73M | |
| 4 |
Tesla
TSLA
|
+$8.38M |
| 5 |
NVIDIA
NVDA
|
+$6.46M |
Top Sells
| 1 | +$27M | |
| 2 | +$18.4M | |
| 3 | +$6.24M | |
| 4 |
Nuveen ESG International Developed Markets Equity ETF
NUDM
|
+$5.69M |
| 5 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$4.62M |
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 | |
|---|---|---|---|---|---|---|
351
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| – | – |
-12,281
|
|
||
352
iShares Global Healthcare ETF
IXJ
$4.42B
| – | – |
-11,091
|
|
||
353
Nuveen ESG Mid-Cap Growth ETF
NUMG
$398M
| – | – |
-26,885
|
|
||
|
ODV
354
Osisko Development Corp
ODV
$923M
| – | – |
-123,234
|
|
||
|
OWNS
355
CCM Affordable Housing MBS ETF
OWNS
$112M
| – | – |
-130,926
|
|
||
356
Global X US Infrastructure Development ETF
PAVE
$9.8B
| – | – |
-12,367
|
|
||
357
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.93B
| – | – |
-10,608
|
|
||
358
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
| – | – |
-11,204
|
|
||
359
PayPal
PYPL
$58.3B
| – | – |
-14,285
|
|
||
360
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
| – | – |
-17,451
|
|
||
361
Vanguard FTSE All-World ex-US ETF
VEU
$52.7B
| – | – |
-13,311
|
|
||
|
OKLO
362
Oklo
OKLO
$16.4B
| – | – |
-36,236
|
|