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
51
$714K 0.48%
14,477
+2,219
52
$700K 0.47%
4,110
-135
53
$669K 0.45%
19,384
54
$665K 0.45%
27,144
+6,736
55
$643K 0.43%
2,668
-164
56
$630K 0.42%
3,767
-138
57
$620K 0.42%
12,326
+864
58
$603K 0.4%
3,871
-36
59
$579K 0.39%
4,775
-86
60
$561K 0.38%
24,798
+1,161
61
$560K 0.38%
10,517
+209
62
$555K 0.37%
+9,640
63
$554K 0.37%
2,505
-705
64
$550K 0.37%
18,991
+376
65
$544K 0.37%
10,653
+294
66
$544K 0.37%
13,021
+95
67
$526K 0.35%
10,507
68
$518K 0.35%
4,507
-87
69
$515K 0.35%
21,398
+4,259
70
$510K 0.34%
6,250
-720
71
$509K 0.34%
4,441
+328
72
$505K 0.34%
17,520
+1,763
73
$502K 0.34%
3,059
+21
74
$501K 0.34%
1,200
-39
75
$500K 0.34%
1,908
-78
1 2
3
4 5