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
176
$1.26M 0.09%
55,194
+457
177
$1.26M 0.09%
+45,676
178
$1.25M 0.09%
13,352
-274
179
$1.25M 0.09%
+21,180
180
$1.22M 0.09%
+23,096
181
$1.19M 0.09%
33,528
+14,627
182
$1.19M 0.09%
+27,223
183
$1.19M 0.09%
+17,589
184
$1.18M 0.09%
12,011
-120
185
$1.18M 0.09%
+15,859
186
$1.17M 0.09%
77,074
+51,412
187
$1.17M 0.09%
30,242
-1,028
188
$1.17M 0.09%
25,375
+9,171
189
$1.11M 0.08%
20,797
+511
190
$1.11M 0.08%
+19,385
191
$1.11M 0.08%
36,898
-1,238
192
$1.1M 0.08%
14,599
+806
193
$1.08M 0.08%
14,881
+4,385
194
$1.08M 0.08%
17,707
195
$1.08M 0.08%
+27,995
196
$1.02M 0.08%
12,265
+565
197
$1.02M 0.07%
+23,519
198
$998K 0.07%
28,392
+11,451
199
$986K 0.07%
28,527
-339
200
$985K 0.07%
+19,816
6 7
8
9 10