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
$1.51B
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$14.3M
3 +$14.1M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.56M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$6.23M

Sector Composition

1 Technology 10.15%
2 Financials 5.04%
3 Consumer Discretionary 3.48%
4 Communication Services 3.19%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$6.38M 0.42%
126,788
+71,396
77
$6.28M 0.42%
84,847
+4,878
78
$5.98M 0.4%
65,259
+2,490
79
$5.98M 0.4%
101,751
+7,933
80
$5.81M 0.38%
84,708
-55,981
81
$5.77M 0.38%
222,739
+6,409
82
$5.7M 0.38%
337,704
+29,493
83
$5.55M 0.37%
51,628
+135
84
$5.45M 0.36%
27,593
-1,662
85
$5.45M 0.36%
10,109
-343
86
$5.4M 0.36%
28,351
+223
87
$5.33M 0.35%
15,948
+618
88
$5.11M 0.34%
26,767
+592
89
$4.99M 0.33%
49,655
+5,901
90
$4.8M 0.32%
+147,089
91
$4.77M 0.32%
108,488
+4,544
92
$4.74M 0.31%
28,289
+86
93
$4.68M 0.31%
+159,916
94
$4.59M 0.3%
11,800
+262
95
$4.44M 0.29%
88,971
+3,262
96
$4.37M 0.29%
20,772
-8,303
97
$4.29M 0.28%
35,603
+1,580
98
$4.23M 0.28%
67,914
-2,210
99
$4.21M 0.28%
101,707
+58,647
100
$4.08M 0.27%
36,645
+2,611