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
$780M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$8.43M
3 +$7.62M
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$6.93M
5
NVDA icon
NVIDIA
NVDA
+$3.23M

Top Sells

1 +$12.2M
2 +$10.8M
3 +$8.97M
4
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$6.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Technology 6.14%
2 Financials 4.79%
3 Communication Services 3.4%
4 Consumer Discretionary 2.55%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$313K 0.04%
+10,125
152
$282K 0.04%
11,734
-81
153
$278K 0.04%
50,320
+800
154
$266K 0.03%
+59,895
155
$265K 0.03%
10,381
156
$240K 0.03%
12,432
157
-11,022
158
-133,186
159
-3,357
160
-18,730
161
-320,809
162
-11,107
163
-10,784
164
-148,568
165
-10,776
166
-12,284
167
-11,000
168
-33,644
169
-12,149