WG

Wealth Group Portfolio holdings

AUM $101M
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.29M
3
+$4.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.75M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.9%
2 Consumer Discretionary 11.97%
3 Consumer Staples 11.57%
4 Industrials 10.32%
5 Financials 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.92%
+8,241
27
$1.22M 0.92%
+2,690
28
$1.22M 0.92%
+4,352
29
$1.2M 0.9%
+7,063
30
$1.19M 0.9%
+7,503
31
$1.15M 0.87%
+2,062
32
$1.12M 0.85%
+2,664
33
$1.09M 0.82%
+5,209
34
$1.05M 0.79%
+2,082
35
$1.03M 0.78%
+3,492
36
$1.03M 0.78%
+5,327
37
$1.01M 0.77%
+1,305
38
$968K 0.73%
+10,564
39
$952K 0.72%
+5,231
40
$920K 0.69%
+21,923
41
$861K 0.65%
+7,407
42
$840K 0.63%
+28,932
43
$826K 0.62%
+6,230
44
$769K 0.58%
+3,956
45
$718K 0.54%
+2,903
46
$718K 0.54%
+4,053
47
$702K 0.53%
+13,992
48
$681K 0.51%
+7,010
49
$672K 0.51%
+1,608
50
$642K 0.48%
+19,692
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