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
$1.48B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Sells

1 +$16M
2 +$11M
3 +$8.86M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.25M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.79M

Sector Composition

1 Technology 10.11%
2 Financials 4.72%
3 Consumer Discretionary 3.26%
4 Communication Services 2.89%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8.09M 0.55%
38,198
-889
52
$8.06M 0.54%
125,766
+110,181
53
$7.98M 0.54%
90,917
-5,568
54
$7.93M 0.54%
99,772
-6,421
55
$7.9M 0.53%
190,097
-10,993
56
$7.89M 0.53%
97,764
+3,261
57
$7.83M 0.53%
136,066
+79,673
58
$7.82M 0.53%
72,594
+262
59
$7.78M 0.53%
51,286
+741
60
$7.69M 0.52%
40,217
-1,276
61
$7.61M 0.51%
100,388
-3,183
62
$7.6M 0.51%
81,501
-3,612
63
$7.51M 0.51%
+90,529
64
$7.41M 0.5%
117,097
-3,161
65
$7.3M 0.49%
79,518
+11,271
66
$7.26M 0.49%
+70,754
67
$7.21M 0.49%
+108,691
68
$7.12M 0.48%
33,763
+218
69
$7.1M 0.48%
165,819
+5,986
70
$7.02M 0.47%
24,800
+3,010
71
$6.96M 0.47%
136,602
-8,809
72
$6.48M 0.44%
130,083
+66,234
73
$6.41M 0.43%
282,179
-31,924
74
$6.33M 0.43%
12,819
-274
75
$6.08M 0.41%
108,239
-15,945