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
151
$1.65M 0.12%
+13,408
152
$1.55M 0.11%
+36,055
153
$1.55M 0.11%
13,844
+3,286
154
$1.55M 0.11%
+26,216
155
$1.54M 0.11%
+65,952
156
$1.53M 0.11%
55,720
+36,510
157
$1.51M 0.11%
+15,887
158
$1.5M 0.11%
+15,984
159
$1.47M 0.11%
+75,221
160
$1.46M 0.11%
42,422
+17,874
161
$1.45M 0.11%
+29,925
162
$1.42M 0.1%
31,416
-734
163
$1.42M 0.1%
35,020
-254
164
$1.4M 0.1%
12,231
+996
165
$1.39M 0.1%
+34,971
166
$1.38M 0.1%
+35,772
167
$1.33M 0.1%
+25,417
168
$1.32M 0.1%
31,977
+18,706
169
$1.31M 0.1%
29,965
+12,483
170
$1.31M 0.1%
24,497
+606
171
$1.31M 0.1%
38,389
+19,992
172
$1.3M 0.1%
77,809
+25,117
173
$1.3M 0.1%
+11,312
174
$1.28M 0.09%
15,537
+3,471
175
$1.26M 0.09%
12,316
+2,209
5 6
7
8 9