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
$1.48B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Sells

1 +$16M
2 +$11M
3 +$8.86M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.25M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.79M

Sector Composition

1 Technology 10.11%
2 Financials 4.72%
3 Consumer Discretionary 3.26%
4 Communication Services 2.89%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14.3M 0.97%
419,602
+7,462
27
$13.3M 0.9%
494,511
-29,075
28
$12.9M 0.87%
313,004
+2,794
29
$12.8M 0.87%
137,783
-9,456
30
$12.7M 0.86%
146,361
-8,773
31
$12.7M 0.86%
22,183
+514
32
$12.5M 0.84%
189,161
-4,558
33
$12.3M 0.83%
90,713
-2,289
34
$12M 0.81%
460,168
-69,414
35
$12M 0.81%
236,608
-29,824
36
$11.8M 0.8%
65,995
+11,789
37
$11.6M 0.78%
140,689
-16,628
38
$11.4M 0.77%
118,631
+3,066
39
$11.1M 0.75%
348,475
-21,427
40
$10.3M 0.69%
305,706
+5,652
41
$9.81M 0.66%
20,095
-46
42
$9.73M 0.66%
252,821
-254
43
$9.7M 0.65%
56,900
+298
44
$9.61M 0.65%
34,963
+387
45
$9.44M 0.64%
359,219
-41,157
46
$9.28M 0.63%
120,687
+90,050
47
$9.16M 0.62%
+161,996
48
$8.79M 0.59%
790,848
+1,162
49
$8.75M 0.59%
176,876
+8,610
50
$8.15M 0.55%
227,774
+3,949