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
201
$974K 0.07%
+24,586
202
$968K 0.07%
35,890
+11,780
203
$957K 0.07%
+40,569
204
$924K 0.07%
+14,865
205
$920K 0.07%
+13,952
206
$907K 0.07%
+33,143
207
$887K 0.07%
13,755
-12,910
208
$865K 0.06%
12,401
+1,246
209
$865K 0.06%
+22,062
210
$856K 0.06%
+13,135
211
$855K 0.06%
+12,345
212
$855K 0.06%
22,776
-4,163
213
$841K 0.06%
16,443
+300
214
$829K 0.06%
+10,915
215
$820K 0.06%
18,102
+2,836
216
$820K 0.06%
19,389
-2,631
217
$818K 0.06%
22,340
+7,043
218
$816K 0.06%
20,314
+196
219
$790K 0.06%
28,488
+238
220
$788K 0.06%
19,899
221
$756K 0.06%
+14,159
222
$747K 0.05%
137,753
+26,182
223
$715K 0.05%
35,419
-6,168
224
$678K 0.05%
+11,835
225
$640K 0.05%
+13,922
7 8
9
10 11