WWA
WCG Wealth Advisors Portfolio holdings
AUM
$1.55B
1-Year Return
14.12%
This Quarter Return
-12.07%
1 Year Return
+14.12%
3 Year Return
+50.36%
5 Year Return
–
10 Year Return
–
AUM
$720M
AUM Growth
–
Cap. Flow
+$720M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.22% |
| 2 | Financials | 4.37% |
| 3 | Healthcare | 4.05% |
| 4 | Communication Services | 3.74% |
| 5 | Consumer Discretionary | 3.58% |
