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
$1.48B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Sells

1 +$16M
2 +$11M
3 +$8.86M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.25M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.79M

Sector Composition

1 Technology 10.11%
2 Financials 4.72%
3 Consumer Discretionary 3.26%
4 Communication Services 2.89%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.71M 0.25%
21,272
+718
102
$3.65M 0.25%
+23,692
103
$3.6M 0.24%
36,954
+2,958
104
$3.59M 0.24%
50,092
+243
105
$3.54M 0.24%
21,574
-6,727
106
$3.44M 0.23%
44,460
-48
107
$3.43M 0.23%
64,762
-3,556
108
$3.43M 0.23%
121,725
+63,666
109
$3.39M 0.23%
54,696
-1,040
110
$3.35M 0.23%
19,670
+893
111
$3.28M 0.22%
62,055
+17,509
112
$3.27M 0.22%
34,034
-982
113
$3.26M 0.22%
16,450
+12
114
$3.22M 0.22%
77,196
-1,883
115
$3.21M 0.22%
70,633
-5,763
116
$3.14M 0.21%
13,635
+3,150
117
$2.97M 0.2%
+63,723
118
$2.94M 0.2%
37,655
+20,929
119
$2.9M 0.2%
40,492
-341
120
$2.79M 0.19%
52,136
+19,047
121
$2.79M 0.19%
33,700
+204
122
$2.78M 0.19%
55,392
-318,898
123
$2.78M 0.19%
80,978
+5,364
124
$2.72M 0.18%
12,052
-39,256
125
$2.72M 0.18%
23,123
-362