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
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$2.79M
3 +$2.67M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.45M

Sector Composition

1 Technology 9.97%
2 Financials 5.77%
3 Consumer Discretionary 3.77%
4 Communication Services 3.27%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.77M 0.2%
13,936
-1,634
102
$2.76M 0.2%
27,371
-6,452
103
$2.71M 0.2%
55,070
+1,766
104
$2.69M 0.2%
80,021
-7,419
105
$2.69M 0.2%
38,733
-6,643
106
$2.69M 0.2%
10,349
-1,174
107
$2.66M 0.2%
28,246
-21,068
108
$2.63M 0.19%
12,789
-1,401
109
$2.56M 0.19%
16,721
-3,997
110
$2.53M 0.19%
21,834
-1,573
111
$2.5M 0.18%
32,011
-11,018
112
$2.5M 0.18%
125,029
+3,989
113
$2.49M 0.18%
15,093
-443
114
$2.48M 0.18%
15,840
-2,902
115
$2.46M 0.18%
48,654
-2,505
116
$2.43M 0.18%
23,794
-963
117
$2.41M 0.18%
28,429
+4,695
118
$2.37M 0.17%
19,107
-154
119
$2.33M 0.17%
57,473
-12,877
120
$2.32M 0.17%
38,604
-5,348
121
$2.31M 0.17%
36,935
-422
122
$2.25M 0.17%
23,473
+7,586
123
$2.25M 0.17%
28,515
-8,895
124
$2.2M 0.16%
41,325
-450
125
$2.2M 0.16%
20,287
+142