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
$1.35B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$21.2M
3 +$11.8M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$11.3M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.82M

Top Sells

1 +$21.3M
2 +$21.1M
3 +$12.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.7M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$9.51M

Sector Composition

1 Technology 10.65%
2 Financials 4.7%
3 Consumer Discretionary 3.36%
4 Communication Services 3.2%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7.91M 0.59%
223,825
+27,849
52
$7.9M 0.59%
168,266
+147,128
53
$7.75M 0.57%
106,193
+4,936
54
$7.67M 0.57%
+201,090
55
$7.64M 0.57%
+789,686
56
$7.61M 0.56%
50,545
+1,493
57
$7.4M 0.55%
72,332
+34,491
58
$7.38M 0.55%
145,411
-12,953
59
$7.21M 0.53%
120,258
+1,164
60
$7.05M 0.52%
103,571
-6,426
61
$6.85M 0.51%
314,103
+19,945
62
$6.79M 0.5%
33,545
+517
63
$6.51M 0.48%
+124,184
64
$6.4M 0.47%
94,503
+2,134
65
$6.29M 0.47%
159,833
+33,654
66
$6.26M 0.46%
+68,247
67
$5.86M 0.43%
79,483
+4,734
68
$5.84M 0.43%
50,692
-602
69
$5.83M 0.43%
21,790
+7,655
70
$5.78M 0.43%
13,093
+1,001
71
$5.76M 0.43%
+342,465
72
$5.58M 0.41%
91,407
+2,652
73
$5.46M 0.4%
239,951
+11,530
74
$5.28M 0.39%
+10,551
75
$5.11M 0.38%
62,698
+32,809