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
$780M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$8.43M
3 +$7.62M
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$6.93M
5
NVDA icon
NVIDIA
NVDA
+$3.23M

Top Sells

1 +$12.2M
2 +$10.8M
3 +$8.97M
4
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$6.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Technology 6.14%
2 Financials 4.79%
3 Communication Services 3.4%
4 Consumer Discretionary 2.55%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.18M 0.15%
15,279
-6
102
$1.15M 0.15%
11,919
-393
103
$1.14M 0.15%
33,420
+855
104
$1.14M 0.15%
10,874
-396
105
$1.14M 0.15%
17,707
106
$1.08M 0.14%
26,342
-293
107
$1.08M 0.14%
11,811
+337
108
$1.08M 0.14%
21,197
-643
109
$1.08M 0.14%
14,811
-161
110
$1.06M 0.14%
19,356
-985
111
$1.05M 0.14%
10,762
+485
112
$1.05M 0.13%
11,985
113
$992K 0.13%
14,839
-209
114
$974K 0.12%
16,143
115
$931K 0.12%
54,259
+9,072
116
$928K 0.12%
55,627
-754
117
$916K 0.12%
14,567
-987
118
$879K 0.11%
11,035
-89
119
$850K 0.11%
19,899
120
$819K 0.11%
+20,602
121
$812K 0.1%
28,971
+15,592
122
$780K 0.1%
39,270
-6,895
123
$767K 0.1%
10,385
-553
124
$740K 0.09%
16,496
-928
125
$738K 0.09%
14,123
+2,659