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
$1.36B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$20.2M
3 +$19.9M
4
AMZN icon
Amazon
AMZN
+$18.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.4M

Top Sells

1 +$8.59M
2 +$4.28M
3 +$3.19M
4
BMY icon
Bristol-Myers Squibb
BMY
+$833K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$694K

Sector Composition

1 Technology 8.93%
2 Financials 5.59%
3 Consumer Discretionary 3.35%
4 Communication Services 3.32%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.94M 0.22%
+58,071
102
$2.94M 0.22%
+28,869
103
$2.92M 0.21%
+11,222
104
$2.92M 0.21%
+38,061
105
$2.86M 0.21%
51,159
+30,213
106
$2.85M 0.21%
45,376
+4,192
107
$2.84M 0.21%
23,407
+4,605
108
$2.78M 0.2%
+20,718
109
$2.77M 0.2%
55,142
+3,028
110
$2.76M 0.2%
+15,570
111
$2.74M 0.2%
50,549
+19,525
112
$2.73M 0.2%
48,951
+12,595
113
$2.69M 0.2%
+25,095
114
$2.66M 0.2%
14,190
-22,818
115
$2.64M 0.19%
37,410
+18,714
116
$2.63M 0.19%
70,350
+4,369
117
$2.57M 0.19%
11,523
+1,519
118
$2.52M 0.18%
22,260
+4,485
119
$2.48M 0.18%
+95,031
120
$2.46M 0.18%
43,952
+1,235
121
$2.45M 0.18%
24,757
-22
122
$2.41M 0.18%
+87,440
123
$2.41M 0.18%
27,876
+2,172
124
$2.38M 0.17%
121,040
+88,428
125
$2.36M 0.17%
+15,536