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
126
$2.57M 0.16%
68,338
-151,141
127
$2.55M 0.16%
12,522
-167
128
$2.54M 0.16%
31,493
-126
129
$2.53M 0.16%
103,170
-2,950
130
$2.52M 0.16%
34,338
-1,020
131
$2.52M 0.16%
12,363
+802
132
$2.5M 0.16%
37,492
-2,661
133
$2.46M 0.15%
55,999
+6,488
134
$2.43M 0.15%
88,892
-2,817
135
$2.33M 0.15%
23,561
-39
136
$2.32M 0.15%
43,206
+13
137
$2.31M 0.14%
13,790
-123
138
$2.28M 0.14%
72,423
-60
139
$2.26M 0.14%
58,476
-1,855
140
$2.25M 0.14%
16,046
-980
141
$2.25M 0.14%
23,791
-2,598
142
$2.25M 0.14%
37,390
-1,540
143
$2.23M 0.14%
13,871
+203
144
$2.22M 0.14%
11,955
-1,010
145
$2.21M 0.14%
18,630
+53
146
$2.21M 0.14%
32,442
-4,311
147
$2.2M 0.14%
32,145
+591
148
$2.19M 0.14%
107,136
+380
149
$2.16M 0.14%
126,979
-184
150
$2.12M 0.13%
16,503
-2,104
4 5
6
7 8