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
$1.48B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Sells

1 +$16M
2 +$11M
3 +$8.86M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.25M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.79M

Sector Composition

1 Technology 10.11%
2 Financials 4.72%
3 Consumer Discretionary 3.26%
4 Communication Services 2.89%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$6.06M 0.41%
93,818
+2,411
77
$6.04M 0.41%
51,493
+801
78
$6.01M 0.41%
62,769
+11,810
79
$5.9M 0.4%
238,283
-1,668
80
$5.84M 0.39%
29,075
+11,714
81
$5.72M 0.39%
125,082
+19,598
82
$5.62M 0.38%
+216,330
83
$5.51M 0.37%
10,452
-99
84
$5.42M 0.37%
308,211
-34,254
85
$5.36M 0.36%
55,242
+26,504
86
$5.18M 0.35%
79,969
+486
87
$5.16M 0.35%
26,175
+1,257
88
$5.15M 0.35%
19,683
-6
89
$5.08M 0.34%
29,255
+396
90
$4.88M 0.33%
28,203
+372
91
$4.7M 0.32%
28,128
+1,191
92
$4.67M 0.32%
11,538
+330
93
$4.37M 0.3%
70,124
+23,888
94
$4.34M 0.29%
85,709
+374
95
$4.2M 0.28%
68,704
+21,505
96
$4.2M 0.28%
15,330
-1,118
97
$4.13M 0.28%
34,023
-44
98
$4.12M 0.28%
103,944
+36,968
99
$4.07M 0.27%
17,157
-340
100
$3.99M 0.27%
43,754
-18,944