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
$780M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$8.43M
3 +$7.62M
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$6.93M
5
NVDA icon
NVIDIA
NVDA
+$3.23M

Top Sells

1 +$12.2M
2 +$10.8M
3 +$8.97M
4
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$6.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Technology 6.14%
2 Financials 4.79%
3 Communication Services 3.4%
4 Consumer Discretionary 2.55%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.08M 0.27%
19,016
+1,694
77
$2.06M 0.26%
46,335
+3,475
78
$2M 0.26%
53,587
+2,087
79
$1.9M 0.24%
91,421
+2,871
80
$1.86M 0.24%
41,775
81
$1.85M 0.24%
18,911
-452
82
$1.84M 0.24%
26,483
+854
83
$1.83M 0.23%
34,952
-137
84
$1.82M 0.23%
117,312
-423,530
85
$1.69M 0.22%
10,219
+8,849
86
$1.68M 0.22%
20,251
-401
87
$1.65M 0.21%
130,859
-3,466
88
$1.63M 0.21%
55,268
-377
89
$1.61M 0.21%
42,117
-471
90
$1.45M 0.19%
50,537
-275
91
$1.38M 0.18%
18,557
+204
92
$1.33M 0.17%
14,076
+1,123
93
$1.32M 0.17%
+46,337
94
$1.32M 0.17%
27,564
+7,324
95
$1.31M 0.17%
38,557
-18
96
$1.29M 0.17%
23,753
+1,335
97
$1.28M 0.16%
55,592
+19,151
98
$1.25M 0.16%
+10,678
99
$1.22M 0.16%
30,913
+230
100
$1.22M 0.16%
10,813
+265