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
$1.51B
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$14.3M
3 +$14.1M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.56M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$6.23M

Sector Composition

1 Technology 10.15%
2 Financials 5.04%
3 Consumer Discretionary 3.48%
4 Communication Services 3.19%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14.6M 0.97%
433,325
+13,723
27
$14.5M 0.96%
24,724
-2,138
28
$13.3M 0.88%
22,722
+539
29
$13M 0.86%
257,418
+20,810
30
$12.9M 0.85%
147,567
+1,206
31
$12.5M 0.83%
138,837
+1,054
32
$12.3M 0.81%
68,989
+2,994
33
$12.2M 0.81%
501,697
+7,186
34
$12.1M 0.8%
119,377
+746
35
$12.1M 0.8%
299,529
-13,475
36
$11.8M 0.78%
89,554
-1,159
37
$11.7M 0.77%
469,163
+8,995
38
$11.4M 0.75%
35,949
+986
39
$10.4M 0.69%
396,660
-167,488
40
$10.4M 0.69%
406,051
+46,832
41
$10.2M 0.67%
358,536
+10,061
42
$10M 0.66%
19,649
-446
43
$9.79M 0.65%
325,750
+20,044
44
$9.72M 0.64%
256,010
+3,189
45
$9.51M 0.63%
142,459
-46,702
46
$9.38M 0.62%
215,878
+90,796
47
$9.34M 0.62%
94,838
+24,084
48
$9.29M 0.61%
162,176
+180
49
$9.27M 0.61%
180,928
+4,052
50
$9.15M 0.6%
37,627
-571