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
$720M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.22%
2 Financials 4.37%
3 Healthcare 4.05%
4 Communication Services 3.74%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.3M 0.46%
+14,718
52
$3.09M 0.43%
+94,241
53
$3.07M 0.43%
+119,382
54
$3.07M 0.43%
+31,057
55
$3.04M 0.42%
+78,322
56
$2.96M 0.41%
+5,766
57
$2.9M 0.4%
+31,678
58
$2.87M 0.4%
+41,037
59
$2.85M 0.4%
+39,862
60
$2.84M 0.39%
+78,858
61
$2.75M 0.38%
+5,706
62
$2.66M 0.37%
+42,032
63
$2.57M 0.36%
+65,552
64
$2.54M 0.35%
+31,123
65
$2.44M 0.34%
+24,812
66
$2.43M 0.34%
+58,326
67
$2.24M 0.31%
+15,459
68
$2.21M 0.31%
+33,490
69
$2.18M 0.3%
+19,351
70
$2.08M 0.29%
+8,428
71
$1.97M 0.27%
+47,805
72
$1.95M 0.27%
+8,790
73
$1.95M 0.27%
+23,005
74
$1.88M 0.26%
+48,006
75
$1.84M 0.26%
+24,236