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
$720M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$29.8M
3
+$26.7M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$25.7M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$20.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.22%
2 Financials 4.37%
3 Healthcare 4.05%
4 Communication Services 3.74%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.25%
+4,857
77
$1.76M 0.24%
+33,724
78
$1.71M 0.24%
+22,163
79
$1.7M 0.24%
+37,108
80
$1.7M 0.24%
+5,229
81
$1.68M 0.23%
+11,478
82
$1.64M 0.23%
+17,680
83
$1.63M 0.23%
+3,793
84
$1.58M 0.22%
+51,688
85
$1.48M 0.21%
+19,120
86
$1.48M 0.21%
+45,113
87
$1.48M 0.21%
+43,141
88
$1.48M 0.2%
+31,102
89
$1.47M 0.2%
+55,050
90
$1.47M 0.2%
+35,181
91
$1.44M 0.2%
+15,242
92
$1.43M 0.2%
+8,592
93
$1.42M 0.2%
+10,370
94
$1.41M 0.2%
+16,475
95
$1.4M 0.19%
+10,107
96
$1.39M 0.19%
+41,775
97
$1.38M 0.19%
+67,916
98
$1.3M 0.18%
+16,838
99
$1.29M 0.18%
+3,409
100
$1.28M 0.18%
+114,984
2 3
4
5 6