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
$720M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.22%
2 Financials 4.37%
3 Healthcare 4.05%
4 Communication Services 3.74%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.72M 1.07%
+522,898
27
$7.28M 1.01%
+310,889
28
$7.23M 1%
+150,146
29
$6.99M 0.97%
+380,382
30
$6.94M 0.96%
+25,432
31
$6.82M 0.95%
+265,954
32
$6.73M 0.93%
+119,042
33
$6.57M 0.91%
+159,195
34
$5.02M 0.7%
+31,154
35
$5.01M 0.7%
+181,776
36
$4.97M 0.69%
+46,833
37
$4.94M 0.69%
+216,114
38
$4.89M 0.68%
+24,843
39
$4.85M 0.67%
+185,217
40
$4.82M 0.67%
+17,182
41
$4.7M 0.65%
+111,171
42
$4.56M 0.63%
+21,006
43
$4.54M 0.63%
+32,063
44
$4.41M 0.61%
+74,305
45
$4.38M 0.61%
+13,875
46
$4.07M 0.56%
+44,960
47
$3.8M 0.53%
+112,608
48
$3.75M 0.52%
+148,863
49
$3.54M 0.49%
+2,024
50
$3.49M 0.48%
+82,686