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
$1.51B
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$14.3M
3 +$14.1M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.56M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$6.23M

Sector Composition

1 Technology 10.15%
2 Financials 5.04%
3 Consumer Discretionary 3.48%
4 Communication Services 3.19%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$9.13M 0.6%
31,509
+6,709
52
$8.42M 0.56%
50,522
-6,378
53
$8.28M 0.55%
90,539
+11,021
54
$8.24M 0.54%
166,345
+36,262
55
$8.16M 0.54%
34,030
+267
56
$8.04M 0.53%
100,224
+452
57
$8.01M 0.53%
50,216
-1,070
58
$7.95M 0.53%
91,546
+629
59
$7.91M 0.52%
87,587
-10,177
60
$7.9M 0.52%
781,007
-9,841
61
$7.82M 0.52%
187,945
-2,152
62
$7.67M 0.51%
113,635
+4,944
63
$7.64M 0.51%
18,931
-752
64
$7.61M 0.5%
232,933
+5,159
65
$7.59M 0.5%
117,404
+307
66
$7.55M 0.5%
40,087
-130
67
$7.46M 0.49%
99,732
-656
68
$7.4M 0.49%
140,926
+4,860
69
$7.36M 0.49%
175,754
+9,935
70
$7.25M 0.48%
74,914
+2,320
71
$7.23M 0.48%
91,978
+1,449
72
$6.97M 0.46%
13,229
+410
73
$6.95M 0.46%
137,068
+466
74
$6.67M 0.44%
306,083
+23,904
75
$6.56M 0.43%
+121,254