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
$1.48B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$9.16M
3
+$7.51M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$7.26M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$7.21M

Top Sells

1
+$16M
2
+$11M
3
+$8.86M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.25M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.79M

Sector Composition

1 Technology 10.11%
2 Financials 4.72%
3 Consumer Discretionary 3.26%
4 Communication Services 2.89%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.17M 0.15%
+65,010
152
$2.13M 0.14%
64,182
+12,109
153
$2.06M 0.14%
19,554
+1,662
154
$2.05M 0.14%
22,778
-596
155
$2.05M 0.14%
54,467
-27,997
156
$2.03M 0.14%
44,649
-6,772
157
$2.01M 0.14%
+19,812
158
$1.99M 0.13%
34,456
+211
159
$1.94M 0.13%
45,557
-7,090
160
$1.92M 0.13%
44,775
+219
161
$1.92M 0.13%
38,220
+27
162
$1.91M 0.13%
31,961
-290
163
$1.81M 0.12%
+43,060
164
$1.8M 0.12%
60,228
+7,106
165
$1.78M 0.12%
15,667
+422
166
$1.75M 0.12%
13,265
+2,824
167
$1.75M 0.12%
29,143
+159
168
$1.69M 0.11%
93,815
+15,099
169
$1.68M 0.11%
18,533
-1,177
170
$1.66M 0.11%
17,877
+856
171
$1.65M 0.11%
25,493
+2,237
172
$1.64M 0.11%
78,256
+3,135
173
$1.63M 0.11%
21,616
+9,771
174
$1.59M 0.11%
54,956
+22,609
175
$1.58M 0.11%
15,743
-65
5 6
7
8 9