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
$1.35B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$21.2M
3 +$11.8M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$11.3M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.82M

Top Sells

1 +$21.3M
2 +$21.1M
3 +$12.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.7M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$9.51M

Sector Composition

1 Technology 10.65%
2 Financials 4.7%
3 Consumer Discretionary 3.36%
4 Communication Services 3.2%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3M 0.22%
16,438
+261
102
$3M 0.22%
56,393
-55,558
103
$2.95M 0.22%
55,736
+1,417
104
$2.94M 0.22%
+11,885
105
$2.89M 0.21%
82,464
-122,141
106
$2.79M 0.21%
47,199
+24,249
107
$2.79M 0.21%
46,982
+4,239
108
$2.72M 0.2%
33,496
-4,003
109
$2.71M 0.2%
46,236
-8,367
110
$2.66M 0.2%
66,976
+4,181
111
$2.65M 0.2%
40,833
+1,439
112
$2.65M 0.2%
33,996
+5,657
113
$2.63M 0.19%
13,197
-1,889
114
$2.55M 0.19%
23,485
-258
115
$2.51M 0.19%
44,709
+2,776
116
$2.49M 0.18%
28,738
+1,704
117
$2.44M 0.18%
75,614
+23,672
118
$2.43M 0.18%
10,919
-280
119
$2.42M 0.18%
19,201
+6,726
120
$2.39M 0.18%
10,485
+40
121
$2.35M 0.17%
13,475
-290
122
$2.33M 0.17%
29,019
+406
123
$2.32M 0.17%
+40,328
124
$2.3M 0.17%
+30,637
125
$2.3M 0.17%
+10,210