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
$1.36B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$20.2M
3 +$19.9M
4
AMZN icon
Amazon
AMZN
+$18.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.4M

Top Sells

1 +$8.59M
2 +$4.28M
3 +$3.19M
4
BMY icon
Bristol-Myers Squibb
BMY
+$833K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$694K

Sector Composition

1 Technology 8.93%
2 Financials 5.59%
3 Consumer Discretionary 3.35%
4 Communication Services 3.32%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.36M 0.32%
+21,324
77
$4.31M 0.32%
+87,132
78
$4.29M 0.31%
+107,243
79
$4.28M 0.31%
+29,047
80
$4.19M 0.31%
+28,999
81
$4.19M 0.31%
+205,830
82
$4.13M 0.3%
+78,154
83
$4.09M 0.3%
91,131
+13,695
84
$4.07M 0.3%
56,899
+2,515
85
$4.03M 0.3%
84,615
+2,431
86
$3.66M 0.27%
41,520
+4,034
87
$3.65M 0.27%
27,699
+16,218
88
$3.5M 0.26%
158,934
+877
89
$3.49M 0.26%
+16,412
90
$3.48M 0.26%
33,823
+3,807
91
$3.38M 0.25%
36,033
+373
92
$3.32M 0.24%
+14,062
93
$3.27M 0.24%
15,917
+4,187
94
$3.23M 0.24%
+63,595
95
$3.15M 0.23%
84,224
+3,080
96
$3.11M 0.23%
43,029
+13,818
97
$3.09M 0.23%
37,324
+9,047
98
$3.08M 0.23%
+19,833
99
$3.02M 0.22%
+18,742
100
$2.97M 0.22%
+17,527