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
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$2.79M
3 +$2.67M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.45M

Sector Composition

1 Technology 9.97%
2 Financials 5.77%
3 Consumer Discretionary 3.77%
4 Communication Services 3.27%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7.14M 0.52%
214,965
-9,677
52
$7.13M 0.52%
41,913
-3,753
53
$7.11M 0.52%
20,509
+769
54
$7.1M 0.52%
208,757
+12,083
55
$7.09M 0.52%
67,210
+2,085
56
$7.07M 0.52%
44,794
+15,795
57
$7.02M 0.52%
238,607
-6,151
58
$6.91M 0.51%
150,000
-123,058
59
$6.8M 0.5%
98,897
-13,920
60
$6.28M 0.46%
105,305
-86,155
61
$6.19M 0.46%
188,248
-9,833
62
$6.06M 0.45%
272,272
-1,542
63
$5.88M 0.43%
23,674
+114
64
$5.84M 0.43%
39,882
+7,870
65
$5.74M 0.42%
38,996
-16,905
66
$5.37M 0.39%
23,197
-2,652
67
$5.29M 0.39%
100,635
+9,624
68
$5.06M 0.37%
129,377
-2,456
69
$5.06M 0.37%
21,321
+4,909
70
$5.01M 0.37%
29,736
+689
71
$4.93M 0.36%
49,333
+1,689
72
$4.88M 0.36%
98,723
+11,591
73
$4.8M 0.35%
110,960
+3,717
74
$4.8M 0.35%
85,116
+6,962
75
$4.72M 0.35%
38,457
-7,596