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
51
$632K 0.48%
+3,308
52
$609K 0.46%
+1,232
53
$594K 0.45%
+3,898
54
$575K 0.43%
+13,267
55
$565K 0.43%
+3,128
56
$555K 0.42%
+2,255
57
$539K 0.41%
+19,415
58
$531K 0.4%
+4,229
59
$530K 0.4%
+10,627
60
$529K 0.4%
+1,971
61
$517K 0.39%
+5,834
62
$509K 0.38%
+1,239
63
$490K 0.37%
+10,232
64
$489K 0.37%
+11,204
65
$487K 0.37%
+1,680
66
$476K 0.36%
+5,063
67
$473K 0.36%
+9,607
68
$473K 0.36%
+3,879
69
$465K 0.35%
+2,266
70
$461K 0.35%
+18,189
71
$460K 0.35%
+9,093
72
$455K 0.34%
+3,491
73
$455K 0.34%
+18,862
74
$452K 0.34%
+4,676
75
$451K 0.34%
+3,516
1 2
3
4 5