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
176
$1.58M 0.11%
21,448
-29
177
$1.58M 0.11%
32,394
-1,176
178
$1.56M 0.11%
17,136
+5
179
$1.55M 0.1%
33,054
+927
180
$1.55M 0.1%
21,545
+223
181
$1.52M 0.1%
+10,309
182
$1.49M 0.1%
20,669
+879
183
$1.47M 0.1%
40,014
+3
184
$1.45M 0.1%
+23,631
185
$1.45M 0.1%
15,900
-499
186
$1.45M 0.1%
61,744
+43,994
187
$1.45M 0.1%
10,177
-180
188
$1.43M 0.1%
11,816
+916
189
$1.4M 0.09%
28,044
-680
190
$1.4M 0.09%
+13,646
191
$1.39M 0.09%
31,073
+243
192
$1.39M 0.09%
27,882
+117
193
$1.35M 0.09%
+10,230
194
$1.35M 0.09%
19,260
+40
195
$1.33M 0.09%
22,703
+207
196
$1.3M 0.09%
59,281
-557
197
$1.29M 0.09%
24,354
+2,128
198
$1.28M 0.09%
24,248
+5,129
199
$1.28M 0.09%
28,437
-944
200
$1.27M 0.09%
+48,816
6 7
8
9 10