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
$729M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$34.5M
2 +$14.9M
3 +$7.01M
4
SNPE icon
Xtrackers S&P 500 ESG ETF
SNPE
+$4.06M
5
AAPL icon
Apple
AAPL
+$3.09M

Top Sells

1 +$17.4M
2 +$17.1M
3 +$16.2M
4
ECL icon
Ecolab
ECL
+$9.57M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.54M

Sector Composition

1 Financials 5.03%
2 Technology 4.98%
3 Communication Services 2.7%
4 Healthcare 2.48%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.09M 0.15%
21,840
+2,786
102
$1.09M 0.15%
22,418
+2,739
103
$1.08M 0.15%
20,341
-698
104
$1.07M 0.15%
10,548
+926
105
$1.06M 0.15%
12,953
+1,860
106
$1.04M 0.14%
15,554
-1,116
107
$1.04M 0.14%
11,474
+1,470
108
$1.04M 0.14%
10,277
+1,961
109
$1.03M 0.14%
11,124
-1,014
110
$1.02M 0.14%
11,985
+885
111
$966K 0.13%
17,707
+277
112
$949K 0.13%
16,143
+185
113
$939K 0.13%
+31,636
114
$928K 0.13%
15,048
-708
115
$925K 0.13%
56,381
+8,920
116
$894K 0.12%
46,165
+5,480
117
$832K 0.11%
33,644
+3,692
118
$814K 0.11%
36,441
+15,962
119
$786K 0.11%
10,938
+1,352
120
$784K 0.11%
19,899
121
$765K 0.11%
17,424
+4,499
122
$745K 0.1%
14,537
+2,472
123
$728K 0.1%
18,730
-197
124
$725K 0.1%
22,438
+6,452
125
$719K 0.1%
45,187
+1,986