WWA

WCG Wealth Advisors Portfolio holdings

AUM $3.57B
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$19.3M
3
+$9.82M
4
TSLA icon
Tesla
TSLA
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$6.15M

Top Sells

1
+$25.7M
2
+$17.6M
3
+$6.02M
4
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$5.49M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$4.38M

Sector Composition

1 Technology 12.13%
2 Financials 6.91%
3 Communication Services 3.84%
4 Consumer Discretionary 3.48%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.59M 0.1%
34,401
-5,029
177
$1.58M 0.1%
17,341
-17,611
178
$1.52M 0.1%
48,954
+9,633
179
$1.52M 0.1%
143,086
-212,994
180
$1.51M 0.09%
15,221
-31,469
181
$1.51M 0.09%
63,459
-14,241
182
$1.51M 0.09%
53,480
+5,895
183
$1.51M 0.09%
38,039
-423
184
$1.5M 0.09%
26,229
+4,393
185
$1.48M 0.09%
28,304
-454
186
$1.47M 0.09%
+57,897
187
$1.44M 0.09%
31,107
-2,842
188
$1.43M 0.09%
56,026
-48,864
189
$1.42M 0.09%
22,917
+48
190
$1.41M 0.09%
59,096
+5,127
191
$1.41M 0.09%
21,279
-160
192
$1.4M 0.09%
+10,251
193
$1.39M 0.09%
29,650
+650
194
$1.38M 0.09%
32,153
+11,176
195
$1.38M 0.09%
27,127
+4,105
196
$1.37M 0.09%
+10,087
197
$1.37M 0.09%
+61,126
198
$1.36M 0.09%
27,310
+1,820
199
$1.35M 0.08%
35,881
-1,698
200
$1.32M 0.08%
23,897
+1,199
6 7
8
9 10