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
$1.36B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$20.2M
3 +$19.9M
4
AMZN icon
Amazon
AMZN
+$18.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.4M

Top Sells

1 +$8.59M
2 +$4.28M
3 +$3.19M
4
BMY icon
Bristol-Myers Squibb
BMY
+$833K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$694K

Sector Composition

1 Technology 8.93%
2 Financials 5.59%
3 Consumer Discretionary 3.35%
4 Communication Services 3.32%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7.42M 0.54%
244,758
+10,794
52
$7.38M 0.54%
55,901
+3,164
53
$7.17M 0.53%
17,582
+5,248
54
$7.09M 0.52%
224,642
-2,080
55
$7.06M 0.52%
65,125
+12,459
56
$6.86M 0.5%
+266,888
57
$6.77M 0.5%
45,666
+22,523
58
$6.63M 0.49%
273,814
-28,655
59
$6.27M 0.46%
112,817
+4,716
60
$6.1M 0.45%
196,674
+111,809
61
$6.08M 0.45%
198,081
-2,397
62
$5.96M 0.44%
+19,740
63
$5.89M 0.43%
23,560
+6,118
64
$5.73M 0.42%
47,644
+27,341
65
$5.36M 0.39%
83,244
+2,893
66
$5.18M 0.38%
30,213
+6,562
67
$5.15M 0.38%
25,849
+2,251
68
$4.9M 0.36%
131,833
+1,469
69
$4.85M 0.36%
+91,011
70
$4.83M 0.35%
46,053
+18,020
71
$4.77M 0.35%
+32,012
72
$4.51M 0.33%
232,858
+10,777
73
$4.43M 0.32%
96,584
-363
74
$4.39M 0.32%
46,877
+5,956
75
$4.38M 0.32%
49,314
+4,020