WWA

WCG Wealth Advisors Portfolio holdings

AUM $3.57B
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$19.3M
3
+$9.82M
4
TSLA icon
Tesla
TSLA
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$6.15M

Top Sells

1
+$25.7M
2
+$17.6M
3
+$6.02M
4
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$5.49M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$4.38M

Sector Composition

1 Technology 12.13%
2 Financials 6.91%
3 Communication Services 3.84%
4 Consumer Discretionary 3.48%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.36M 0.59%
47,766
+187
52
$8.7M 0.55%
115,857
+3,248
53
$8.44M 0.53%
90,006
-288,406
54
$8.12M 0.51%
176,564
+16,930
55
$8.03M 0.5%
84,096
-9,839
56
$8.03M 0.5%
38,866
+588
57
$7.93M 0.5%
188,199
-18,084
58
$7.88M 0.49%
51,098
-5,378
59
$7.87M 0.49%
27,988
-10,713
60
$7.84M 0.49%
23,894
-1,596
61
$7.5M 0.47%
139,194
-14,442
62
$7.21M 0.45%
106,238
+712
63
$7.18M 0.45%
25,641
-3,047
64
$7.07M 0.44%
77,230
-8,160
65
$6.99M 0.44%
83,758
-8,652
66
$6.95M 0.44%
159,432
-14,192
67
$6.95M 0.44%
136,078
-40,384
68
$6.9M 0.43%
68,863
+10,905
69
$6.77M 0.42%
24,237
-8,235
70
$6.57M 0.41%
174,267
+45,580
71
$6.54M 0.41%
47,016
-4,649
72
$6.44M 0.4%
128,042
-3,755
73
$6.27M 0.39%
25,751
+1,629
74
$6.24M 0.39%
105,030
-11,230
75
$6.23M 0.39%
59,641
+7,478
1 2
3
4 5