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
76
$431K 0.33%
+6,165
77
$427K 0.32%
+15,757
78
$413K 0.31%
+2,700
79
$408K 0.31%
+17,608
80
$408K 0.31%
+5,692
81
$405K 0.31%
+16,159
82
$404K 0.31%
+5,769
83
$398K 0.3%
+2,009
84
$393K 0.3%
+820
85
$391K 0.3%
+1,941
86
$383K 0.29%
+1,857
87
$376K 0.28%
+3,568
88
$374K 0.28%
+385
89
$370K 0.28%
+1,227
90
$366K 0.28%
+2,132
91
$364K 0.27%
+1,597
92
$360K 0.27%
+12,449
93
$357K 0.27%
+17,265
94
$356K 0.27%
+613
95
$354K 0.27%
+10,452
96
$344K 0.26%
+2,108
97
$339K 0.26%
+9,135
98
$338K 0.26%
+2,076
99
$337K 0.25%
+970
100
$337K 0.25%
+19,128
2 3
4
5 6