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
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$2.79M
3 +$2.67M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.45M

Sector Composition

1 Technology 9.97%
2 Financials 5.77%
3 Consumer Discretionary 3.77%
4 Communication Services 3.27%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.61M 0.34%
216,267
+10,437
77
$4.58M 0.34%
89,014
-7,570
78
$4.35M 0.32%
16,539
+622
79
$4.17M 0.31%
20,584
-740
80
$4.16M 0.31%
27,861
-2,352
81
$4.12M 0.3%
238,754
+5,896
82
$4M 0.29%
42,494
-4,383
83
$3.98M 0.29%
27,004
+1,909
84
$3.86M 0.28%
37,157
-4,363
85
$3.75M 0.28%
88,810
+4,586
86
$3.72M 0.27%
52,890
-30,354
87
$3.71M 0.27%
48,369
-8,530
88
$3.64M 0.27%
82,912
-8,219
89
$3.6M 0.26%
39,925
+2,601
90
$3.58M 0.26%
25,397
-2,302
91
$3.51M 0.26%
20,643
+3,116
92
$3.48M 0.26%
13,899
-163
93
$3.46M 0.25%
20,326
+493
94
$3.31M 0.24%
29,028
+159
95
$3.2M 0.24%
57,775
-5,820
96
$3.12M 0.23%
59,834
+1,763
97
$3.09M 0.23%
21,388
-872
98
$3.09M 0.23%
37,435
-626
99
$2.79M 0.21%
+11,473
100
$2.79M 0.2%
55,114
-29,501