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
$756M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$12.5M
3 +$12M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.54M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.66M

Sector Composition

1 Technology 5.3%
2 Financials 4.35%
3 Healthcare 3.78%
4 Communication Services 3.6%
5 Consumer Discretionary 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.53M 0.47%
88,179
-22,992
52
$3.47M 0.46%
1,962
-62
53
$3.46M 0.46%
76,665
-6,021
54
$3.2M 0.42%
93,511
-730
55
$3.11M 0.41%
43,699
-1,261
56
$3.08M 0.41%
118,316
-1,066
57
$3.01M 0.4%
37,963
-1,899
58
$2.9M 0.38%
43,530
+2,493
59
$2.84M 0.38%
5,875
+169
60
$2.7M 0.36%
29,696
-1,361
61
$2.69M 0.36%
74,768
-4,090
62
$2.66M 0.35%
+29,164
63
$2.62M 0.35%
66,665
-11,657
64
$2.62M 0.35%
+77,774
65
$2.56M 0.34%
25,169
+9,927
66
$2.51M 0.33%
31,010
-668
67
$2.4M 0.32%
+24,297
68
$2.27M 0.3%
55,961
-2,365
69
$2.23M 0.29%
30,330
-793
70
$2.22M 0.29%
13,567
-1,892
71
$2.17M 0.29%
17,349
-2,002
72
$2.12M 0.28%
3,793
-1,973
73
$2.07M 0.27%
62,079
-3,473
74
$2.06M 0.27%
34,776
+1,286
75
$2.04M 0.27%
33,577
-147