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
$1.35B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$21.2M
3 +$11.8M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$11.3M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.82M

Top Sells

1 +$21.3M
2 +$21.1M
3 +$12.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.7M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$9.51M

Sector Composition

1 Technology 10.65%
2 Financials 4.7%
3 Consumer Discretionary 3.36%
4 Communication Services 3.2%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13.3M 0.98%
529,582
+51,765
27
$13.2M 0.98%
412,140
+11,801
28
$12.8M 0.95%
523,586
+39,223
29
$12.6M 0.94%
147,239
+4,951
30
$12.2M 0.9%
193,719
+44,813
31
$12.1M 0.9%
155,134
+9,883
32
$11.8M 0.87%
157,317
+33,062
33
$11.6M 0.86%
51,308
+5,938
34
$11.5M 0.85%
310,210
+31,039
35
$11.3M 0.84%
+93,002
36
$11.3M 0.83%
369,902
+16,584
37
$10.9M 0.81%
21,669
+277
38
$10.7M 0.79%
115,565
+84,527
39
$10.2M 0.75%
400,376
+81,374
40
$9.65M 0.71%
20,141
+867
41
$9.46M 0.7%
17,381
+3,370
42
$9.34M 0.69%
300,054
+47,305
43
$9.26M 0.69%
54,206
-2,230
44
$9.15M 0.68%
253,075
+29,058
45
$9.07M 0.67%
34,576
+4,363
46
$8.5M 0.63%
85,113
-6,085
47
$8.19M 0.61%
41,493
-9,807
48
$8.11M 0.6%
96,485
+601
49
$8.01M 0.59%
39,087
+1,209
50
$7.99M 0.59%
56,602
+12,014