WWA
WCG Wealth Advisors Portfolio holdings
AUM
$3.57B
1-Year Est. Return
18.82%
This Fund
S&P 500
1 Year Est. Return
+18.82%
AUM
$3.57B
AUM Growth
+$6.03M
(+0.17%)
Holding
554
Top Buys
| 1 | +$44.6M | |
| 2 | +$42.7M | |
| 3 | +$38.6M | |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$15.4M |
| 5 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$14.6M |
Top Sells
| 1 | +$50.6M | |
| 2 | +$34M | |
| 3 | +$30.1M | |
| 4 |
First Trust Utilities AlphaDEX Fund
FXU
|
+$16.3M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$13.8M |
Sector Composition
| 1 | Technology | 12.05% |
| 2 | Financials | 6.03% |
| 3 | Communication Services | 4.16% |
| 4 | Consumer Discretionary | 3.5% |
| 5 | Healthcare | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Bitwise Crypto Industry Innovators ETF
BITQ
$437M
| – | – |
-11,118
|
|
||
552
Cadence Design Systems
CDNS
$107B
| – | – |
-10,450
|
|
||
553
Coupang
CPNG
$28.3B
| – | – |
-28,047
|
|
||
554
Fidelity Cloud Computing ETF
FCLD
$107M
| – | – |
-12,204
|
|