WWA

WCG Wealth Advisors Portfolio holdings

AUM $3.57B
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$19.3M
3
+$9.82M
4
TSLA icon
Tesla
TSLA
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$6.15M

Top Sells

1
+$25.7M
2
+$17.6M
3
+$6.02M
4
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$5.49M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$4.38M

Sector Composition

1 Technology 12.13%
2 Financials 6.91%
3 Communication Services 3.84%
4 Consumer Discretionary 3.48%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.64M 0.23%
53,165
-3,146
102
$3.56M 0.22%
34,595
+654
103
$3.54M 0.22%
113,643
+61,543
104
$3.5M 0.22%
94,991
+950
105
$3.38M 0.21%
21,973
-8,700
106
$3.34M 0.21%
+22,492
107
$3.29M 0.21%
72,879
+89
108
$3.27M 0.2%
14,700
-1,236
109
$3.21M 0.2%
102,707
-11,974
110
$3.19M 0.2%
38,021
-5,218
111
$3.15M 0.2%
42,364
-348
112
$3.14M 0.2%
16,535
-534
113
$3.11M 0.19%
92,604
+20,402
114
$3.1M 0.19%
70,059
-104,331
115
$3.06M 0.19%
113,710
+551
116
$3M 0.19%
56,370
+2,453
117
$2.94M 0.18%
53,154
-1,118
118
$2.84M 0.18%
90,032
+55,951
119
$2.81M 0.18%
16,921
+214
120
$2.8M 0.18%
33,122
+215
121
$2.78M 0.17%
29,754
+175
122
$2.75M 0.17%
35,926
-1,399
123
$2.71M 0.17%
19,216
-780
124
$2.6M 0.16%
39,905
-224
125
$2.58M 0.16%
27,097
-2,378
3 4
5
6 7