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
$729M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$34.5M
2 +$14.9M
3 +$7.01M
4
SNPE icon
Xtrackers S&P 500 ESG ETF
SNPE
+$4.06M
5
AAPL icon
Apple
AAPL
+$3.09M

Top Sells

1 +$17.4M
2 +$17.1M
3 +$16.2M
4
ECL icon
Ecolab
ECL
+$9.57M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.54M

Sector Composition

1 Financials 5.03%
2 Technology 4.98%
3 Communication Services 2.7%
4 Healthcare 2.48%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.84M 0.53%
43,875
+5,912
52
$3.53M 0.48%
103,291
+9,780
53
$3.4M 0.47%
85,086
+8,421
54
$3.39M 0.47%
33,542
+3,846
55
$3.3M 0.45%
134,630
+16,314
56
$2.9M 0.4%
21,616
+4,267
57
$2.89M 0.4%
27,768
-1,396
58
$2.88M 0.4%
77,924
+3,156
59
$2.83M 0.39%
46,489
+2,790
60
$2.74M 0.38%
68,768
+2,103
61
$2.72M 0.37%
15,135
+1,568
62
$2.56M 0.35%
56,329
+368
63
$2.47M 0.34%
33,222
+2,892
64
$2.43M 0.33%
69,609
+7,530
65
$2.35M 0.32%
34,621
+3,611
66
$2.26M 0.31%
26,043
+874
67
$2.25M 0.31%
22,832
-1,465
68
$2.25M 0.31%
36,171
+1,395
69
$2.24M 0.31%
24,650
+2,917
70
$2.13M 0.29%
51,500
+6,548
71
$2.04M 0.28%
47,442
+1,962
72
$2.03M 0.28%
40,382
+4,902
73
$2.02M 0.28%
12,321
+1,354
74
$1.91M 0.26%
17,322
+1,979
75
$1.84M 0.25%
25,629
+21,315