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
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$2.79M
3
+$2.67M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.45M

Top Sells

1
+$10M
2
+$9.74M
3
+$7.27M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$6.25M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.67M

Sector Composition

1 Technology 9.97%
2 Financials 5.77%
3 Consumer Discretionary 3.77%
4 Communication Services 3.27%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.74M 0.13%
34,528
+1,000
152
$1.72M 0.13%
35,946
-1,933
153
$1.7M 0.13%
+11,839
154
$1.69M 0.12%
32,443
-3,612
155
$1.62M 0.12%
34,242
-369
156
$1.61M 0.12%
16,092
-2,422
157
$1.56M 0.11%
11,523
-2,321
158
$1.55M 0.11%
33,311
+1,334
159
$1.52M 0.11%
50,345
-5,375
160
$1.52M 0.11%
75,721
+500
161
$1.48M 0.11%
50,674
+1,388
162
$1.48M 0.11%
25,237
-180
163
$1.46M 0.11%
33,405
-1,615
164
$1.45M 0.11%
18,314
+2,455
165
$1.45M 0.11%
10,874
-2,534
166
$1.45M 0.11%
10,880
-1,351
167
$1.44M 0.11%
15,437
-100
168
$1.43M 0.1%
56,214
+15,645
169
$1.4M 0.1%
17,544
-7,194
170
$1.4M 0.1%
33,543
+8,957
171
$1.4M 0.1%
+16,930
172
$1.39M 0.1%
21,447
+267
173
$1.38M 0.1%
23,137
+3,752
174
$1.36M 0.1%
10,881
-431
175
$1.35M 0.1%
20,798
-2,298
5 6
7
8 9