WG
Wealth Group Portfolio holdings
AUM
$103M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$103M
AUM Growth
–
Holding
84
Top Buys
| 1 | +$13.2M | |
| 2 | +$5.48M | |
| 3 | +$5.4M | |
| 4 |
Microsoft
MSFT
|
+$5.09M |
| 5 |
Walmart Inc
WMT
|
+$4.92M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 32.38% |
| 2 | Industrials | 13.53% |
| 3 | Consumer Staples | 12.32% |
| 4 | Consumer Discretionary | 10.8% |
| 5 | Financials | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Starbucks
SBUX
$114B
| $228K | 0.22% |
+2,703
|
|
||
77
CrowdStrike
CRWD
$112B
| $225K | 0.22% |
+479
|
|
||
78
Enbridge
ENB
$117B
| $224K | 0.22% |
+4,682
|
|
||
79
Boeing
BA
$161B
| $223K | 0.22% |
+1,025
|
|
||
80
Nike
NKE
$80.1B
| $218K | 0.21% |
+3,422
|
|
||
81
Intuit
INTU
$120B
| $214K | 0.21% |
+323
|
|
||
82
Aflac
AFL
$56.6B
| $201K | 0.2% |
+1,821
|
|
||
83
Coherus Oncology
CHRS
$253M
| $20K | 0.02% |
+14,195
|
|
||
84
PDS Biotechnology
PDSB
$35.8M
| $10K | 0.01% |
+13,399
|
|