WWA
WCG Wealth Advisors Portfolio holdings
AUM
$1.55B
This Quarter Return
+7.04%
1 Year Return
+14.12%
3 Year Return
+50.36%
5 Year Return
–
10 Year Return
–
AUM
$729M
AUM Growth
+$729M
(-3.6%)
Cap. Flow
-$24.2M
Cap. Flow
% of AUM
-3.32%
Top 10 Holdings %
Top 10 Hldgs %
35.77%
Holding
289
New
3
Increased
119
Reduced
23
Closed
138
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$34.5M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$14.9M |
| 3 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
$7.01M |
| 4 |
Xtrackers S&P 500 ESG ETF
SNPE
|
$4.06M |
| 5 |
Apple
AAPL
|
$3.09M |
Top Sells
Sector Composition
| 1 | Financials | 5.03% |
| 2 | Technology | 4.98% |
| 3 | Communication Services | 2.7% |
| 4 | Healthcare | 2.48% |
| 5 | Consumer Discretionary | 2.17% |
