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
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$20.2M
3
+$19.9M
4
AMZN icon
Amazon
AMZN
+$18.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.4M

Top Sells

1
+$8.59M
2
+$4.28M
3
+$3.19M
4
BMY icon
Bristol-Myers Squibb
BMY
+$833K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$694K

Sector Composition

1 Technology 8.93%
2 Financials 5.59%
3 Consumer Discretionary 3.35%
4 Communication Services 3.32%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.32M 0.17%
49,920
+2,970
127
$2.29M 0.17%
53,304
+2,466
128
$2.24M 0.16%
45,796
+7,949
129
$2.2M 0.16%
+37,357
130
$2.16M 0.16%
+20,203
131
$2.1M 0.15%
169,119
+36,978
132
$2.07M 0.15%
+29,641
133
$2.02M 0.15%
47,054
+27,991
134
$1.94M 0.14%
+13,908
135
$1.93M 0.14%
+49,286
136
$1.93M 0.14%
20,145
+7,899
137
$1.92M 0.14%
21,525
-800
138
$1.92M 0.14%
+12,854
139
$1.9M 0.14%
18,514
-2,989
140
$1.89M 0.14%
+34,611
141
$1.88M 0.14%
+37,879
142
$1.82M 0.13%
24,738
+10,127
143
$1.8M 0.13%
+23,734
144
$1.8M 0.13%
+19,261
145
$1.79M 0.13%
+28,229
146
$1.77M 0.13%
+50,475
147
$1.74M 0.13%
+29,413
148
$1.73M 0.13%
17,535
+3,347
149
$1.71M 0.13%
41,775
150
$1.7M 0.12%
+10,672
4 5
6
7 8