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
$1.35B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$21.2M
3 +$11.8M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$11.3M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.82M

Top Sells

1 +$21.3M
2 +$21.1M
3 +$12.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.7M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$9.51M

Sector Composition

1 Technology 10.65%
2 Financials 4.7%
3 Consumer Discretionary 3.36%
4 Communication Services 3.2%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5.02M 0.37%
28,859
-210
77
$4.94M 0.37%
26,937
+4,539
78
$4.81M 0.36%
+105,484
79
$4.68M 0.35%
50,959
-178
80
$4.59M 0.34%
28,301
+4,587
81
$4.59M 0.34%
27,831
+231
82
$4.54M 0.34%
+24,918
83
$4.23M 0.31%
16,448
+5,020
84
$3.99M 0.3%
85,335
+2,778
85
$3.9M 0.29%
19,689
-12
86
$3.86M 0.29%
+11,208
87
$3.7M 0.27%
17,497
+224
88
$3.59M 0.27%
68,318
-10,872
89
$3.52M 0.26%
20,554
+2,163
90
$3.48M 0.26%
35,016
+4,776
91
$3.45M 0.26%
34,067
+1,835
92
$3.42M 0.25%
17,361
+5,356
93
$3.38M 0.25%
+49,849
94
$3.26M 0.24%
44,508
+5,740
95
$3.21M 0.24%
59,990
-5,792
96
$3.19M 0.24%
34,760
-614
97
$3.17M 0.24%
63,849
-7,315
98
$3.17M 0.24%
76,396
-9,197
99
$3.1M 0.23%
79,079
+5,062
100
$3.1M 0.23%
18,777
+3,616