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
$729M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$34.5M
2 +$14.9M
3 +$7.01M
4
SNPE icon
Xtrackers S&P 500 ESG ETF
SNPE
+$4.06M
5
AAPL icon
Apple
AAPL
+$3.09M

Top Sells

1 +$17.4M
2 +$17.1M
3 +$16.2M
4
ECL icon
Ecolab
ECL
+$9.57M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.54M

Sector Composition

1 Financials 5.03%
2 Technology 4.98%
3 Communication Services 2.7%
4 Healthcare 2.48%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.84M 0.25%
14,966
+1,234
77
$1.79M 0.25%
88,550
+12,547
78
$1.78M 0.24%
42,860
+6,131
79
$1.72M 0.24%
11,507
-1,421
80
$1.71M 0.23%
18,353
+7,377
81
$1.69M 0.23%
19,363
+1,309
82
$1.67M 0.23%
41,775
+450
83
$1.66M 0.23%
35,089
+1,512
84
$1.63M 0.22%
11,022
+393
85
$1.63M 0.22%
20,652
-1,213
86
$1.56M 0.21%
134,325
+1,145
87
$1.54M 0.21%
55,645
+2,748
88
$1.51M 0.21%
50,812
+2,062
89
$1.51M 0.21%
1,370
-8,689
90
$1.5M 0.21%
42,588
+1,784
91
$1.4M 0.19%
32,565
+2,273
92
$1.32M 0.18%
38,575
+2,607
93
$1.28M 0.18%
15,285
+1,413
94
$1.26M 0.17%
20,240
-731
95
$1.25M 0.17%
11,270
-933
96
$1.17M 0.16%
12,312
+657
97
$1.16M 0.16%
26,635
+5,729
98
$1.14M 0.16%
10,784
+1,120
99
$1.13M 0.15%
30,683
+2,534
100
$1.12M 0.15%
14,972
+4,674