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
201
$1.32M 0.08%
17,217
-114
202
$1.32M 0.08%
+53,221
203
$1.31M 0.08%
15,195
-2,775
204
$1.29M 0.08%
12,830
-151
205
$1.27M 0.08%
+18,011
206
$1.26M 0.08%
84,465
-8,185
207
$1.24M 0.08%
26,324
-16,227
208
$1.22M 0.08%
55,739
+2,018
209
$1.2M 0.08%
14,280
-118
210
$1.19M 0.07%
12,515
+529
211
$1.19M 0.07%
11,959
212
$1.18M 0.07%
11,939
-230
213
$1.17M 0.07%
+46,826
214
$1.16M 0.07%
17,240
+217
215
$1.16M 0.07%
20,371
+8
216
$1.15M 0.07%
11,252
+516
217
$1.14M 0.07%
+12,805
218
$1.13M 0.07%
11,563
+231
219
$1.11M 0.07%
+23,969
220
$1.11M 0.07%
18,138
-12
221
$1.09M 0.07%
+12,026
222
$1.09M 0.07%
17,068
-692
223
$1.07M 0.07%
+22,292
224
$1.07M 0.07%
17,779
-1,009
225
$1.04M 0.07%
10,272
-3,199
7 8
9
10 11