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
$1.51B
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$14.3M
3 +$14.1M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.56M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$6.23M

Sector Composition

1 Technology 10.15%
2 Financials 5.04%
3 Consumer Discretionary 3.48%
4 Communication Services 3.19%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$4.07M 0.27%
21,994
+722
102
$3.95M 0.26%
71,255
+2,551
103
$3.83M 0.25%
46,793
+2,333
104
$3.78M 0.25%
93,372
+78,729
105
$3.71M 0.24%
50,526
+434
106
$3.43M 0.23%
17,449
+292
107
$3.35M 0.22%
47,635
+1,463
108
$3.25M 0.21%
59,840
-4,922
109
$3.19M 0.21%
34,920
-2,034
110
$3.08M 0.2%
14,523
+888
111
$3.06M 0.2%
20,141
+471
112
$3.02M 0.2%
110,598
-11,127
113
$2.97M 0.2%
34,581
+881
114
$2.96M 0.2%
11,937
-1,529
115
$2.95M 0.19%
78,584
+1,388
116
$2.85M 0.19%
125,400
-112,883
117
$2.85M 0.19%
55,625
-6,430
118
$2.84M 0.19%
54,592
+2,456
119
$2.83M 0.19%
63,024
-7,609
120
$2.76M 0.18%
39,473
-1,019
121
$2.69M 0.18%
+14,759
122
$2.66M 0.18%
42,982
+2,305
123
$2.65M 0.17%
45,349
+460
124
$2.57M 0.17%
43,412
+915
125
$2.57M 0.17%
38,038
+680