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
$729M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$34.5M
2 +$14.9M
3 +$7.01M
4
SNPE icon
Xtrackers S&P 500 ESG ETF
SNPE
+$4.06M
5
AAPL icon
Apple
AAPL
+$3.09M

Top Sells

1 +$17.4M
2 +$17.1M
3 +$16.2M
4
ECL icon
Ecolab
ECL
+$9.57M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.54M

Sector Composition

1 Financials 5.03%
2 Technology 4.98%
3 Communication Services 2.7%
4 Healthcare 2.48%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.24M 1.27%
540,842
+38,409
27
$9.17M 1.26%
29,675
+3,402
28
$8.97M 1.23%
320,809
+20,556
29
$8.16M 1.12%
158,502
+13,365
30
$7.59M 1.04%
125,195
+8,759
31
$7.54M 1.03%
278,794
+19,595
32
$7.31M 1%
399,555
+30,681
33
$6.99M 0.96%
173,931
+23,312
34
$6.55M 0.9%
160,372
+16,640
35
$6.04M 0.83%
277,562
+38,221
36
$5.79M 0.79%
34,919
+3,214
37
$5.57M 0.76%
26,798
+3,436
38
$5.39M 0.74%
195,637
+5,859
39
$5.21M 0.72%
14,994
+1,709
40
$5.21M 0.71%
192,065
+16,220
41
$4.87M 0.67%
188,951
+19,485
42
$4.64M 0.64%
22,644
+2,238
43
$4.49M 0.62%
53,939
+6,460
44
$4.43M 0.61%
131,437
+24,715
45
$4.22M 0.58%
51,682
+8,152
46
$4.21M 0.58%
11,000
+6,015
47
$4.03M 0.55%
15,147
+1
48
$4.01M 0.55%
47,755
+4,084
49
$3.92M 0.54%
100,188
+12,009
50
$3.88M 0.53%
32,210
+3,182