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
$149M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$555K
3
+$413K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$321K
5
VEEV icon
Veeva Systems
VEEV
+$290K

Top Sells

1
+$956K
2
+$874K
3
+$351K
4
CSX icon
CSX Corp
CSX
+$312K
5
EW icon
Edwards Lifesciences
EW
+$263K

Sector Composition

1 Technology 26.91%
2 Consumer Discretionary 11.55%
3 Consumer Staples 11.21%
4 Financials 9.47%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.92%
8,035
-161
27
$1.25M 0.84%
1,982
-92
28
$1.24M 0.83%
10,197
-282
29
$1.23M 0.83%
4,474
+133
30
$1.21M 0.81%
4,451
-671
31
$1.16M 0.78%
7,147
+24
32
$1.16M 0.78%
6,800
-262
33
$1.15M 0.77%
2,219
+109
34
$1.13M 0.75%
6,523
+183
35
$1.1M 0.74%
3,386
-7
36
$1.05M 0.7%
9,243
-328
37
$1.03M 0.69%
5,295
+46
38
$1M 0.67%
19,001
+1,130
39
$957K 0.64%
21,301
+205
40
$955K 0.64%
4,833
-60
41
$952K 0.64%
6,985
-865
42
$909K 0.61%
+2,743
43
$893K 0.6%
7,622
+1
44
$876K 0.59%
28,902
45
$797K 0.53%
1,610
46
$792K 0.53%
4,131
+51
47
$754K 0.51%
28,932
+12,316
48
$744K 0.5%
5,445
+632
49
$744K 0.5%
27,789
+9,879
50
$742K 0.5%
1,269
+21
1
2
3 4 5