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
$1.36B
AUM Growth
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$2.79M
3 +$2.67M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.45M

Sector Composition

1 Technology 9.97%
2 Financials 5.77%
3 Consumer Discretionary 3.77%
4 Communication Services 3.27%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14.1M 1.04%
54,168
-1,134
27
$13.9M 1.02%
480,138
+385,107
28
$13.7M 1%
255,415
-41,432
29
$13.7M 1%
477,737
-75,471
30
$13.6M 1%
31,234
-1,240
31
$13M 0.95%
505,872
-57,473
32
$12.6M 0.92%
71,592
-14,264
33
$12.5M 0.92%
249,749
-37,200
34
$11.9M 0.87%
28,952
-444
35
$11.7M 0.86%
137,064
-7,227
36
$11.7M 0.86%
129,788
+11,414
37
$11.4M 0.84%
59,451
-5,385
38
$10.9M 0.8%
148,889
-11,839
39
$10.9M 0.8%
30,814
-5,683
40
$10.8M 0.79%
426,640
-53,076
41
$10.8M 0.79%
212,604
-25,720
42
$10.3M 0.75%
125,790
-21,824
43
$9.91M 0.73%
130,905
-22,599
44
$9.79M 0.72%
151,018
-25,646
45
$9.48M 0.7%
160,750
-25,937
46
$9.39M 0.69%
50,361
-8,120
47
$8.57M 0.63%
153,298
-15,181
48
$8.17M 0.6%
285,651
+18,763
49
$8.03M 0.59%
53,739
-3,626
50
$7.33M 0.54%
17,183
-399