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
$756M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$12.5M
3 +$12M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.54M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.66M

Sector Composition

1 Technology 5.3%
2 Financials 4.35%
3 Healthcare 3.78%
4 Communication Services 3.6%
5 Consumer Discretionary 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.49M 1.12%
130,583
-3,730
27
$8.38M 1.11%
502,433
-20,465
28
$7.88M 1.04%
300,253
-10,636
29
$7.64M 1.01%
26,273
+841
30
$7.14M 0.94%
145,137
-5,009
31
$6.92M 0.92%
368,874
-11,508
32
$6.88M 0.91%
259,199
-6,755
33
$6.53M 0.86%
143,732
-213,810
34
$6.48M 0.86%
116,436
-2,606
35
$6.47M 0.86%
150,619
-8,576
36
$5.73M 0.76%
239,341
+23,227
37
$5.42M 0.72%
43,671
-3,162
38
$4.91M 0.65%
189,778
+8,002
39
$4.74M 0.63%
175,845
-9,372
40
$4.63M 0.61%
31,705
-358
41
$4.56M 0.6%
23,362
-1,481
42
$4.41M 0.58%
29,028
-2,126
43
$4.25M 0.56%
15,146
-2,036
44
$4.07M 0.54%
13,285
-590
45
$4.06M 0.54%
169,466
+20,603
46
$3.96M 0.52%
20,406
-600
47
$3.94M 0.52%
13,732
-986
48
$3.85M 0.51%
106,722
-5,886
49
$3.69M 0.49%
47,479
+5,447
50
$3.54M 0.47%
+77,351