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
176
$1.32M 0.1%
31,249
-167
177
$1.32M 0.1%
23,687
-810
178
$1.28M 0.09%
73,985
-3,824
179
$1.27M 0.09%
16,719
-870
180
$1.25M 0.09%
65,387
-565
181
$1.24M 0.09%
29,253
-989
182
$1.22M 0.09%
32,424
-5,965
183
$1.21M 0.09%
13,035
-317
184
$1.19M 0.09%
13,965
+13
185
$1.18M 0.09%
10,838
-1,478
186
$1.16M 0.09%
+65,708
187
$1.16M 0.09%
27,605
-390
188
$1.14M 0.08%
19,274
-6,942
189
$1.13M 0.08%
35,891
-1,007
190
$1.12M 0.08%
12,933
-1,666
191
$1.11M 0.08%
23,274
-3,949
192
$1.09M 0.08%
19,664
-1,133
193
$1.09M 0.08%
17,430
-277
194
$1.07M 0.08%
21,982
-7,983
195
$1.07M 0.08%
12,722
-2,159
196
$1.07M 0.08%
20,987
-2,532
197
$1.07M 0.08%
14,510
+2,109
198
$1.07M 0.08%
63,614
-13,460
199
$1.06M 0.08%
27,062
-1,330
200
$1.04M 0.08%
10,094
-5,890
6 7
8
9 10