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
101
$336K 0.25%
+6,193
102
$333K 0.25%
+3,093
103
$330K 0.25%
+5,628
104
$330K 0.25%
+3,275
105
$326K 0.25%
+1,996
106
$325K 0.25%
+1,342
107
$325K 0.25%
+945
108
$324K 0.24%
+3,544
109
$318K 0.24%
+1,264
110
$317K 0.24%
+2,448
111
$315K 0.24%
+13,447
112
$315K 0.24%
+879
113
$314K 0.24%
+2,765
114
$295K 0.22%
+1,157
115
$289K 0.22%
+6,930
116
$284K 0.21%
+3,294
117
$276K 0.21%
+4,319
118
$275K 0.21%
+7,265
119
$274K 0.21%
+10,500
120
$269K 0.2%
+2,111
121
$267K 0.2%
+439
122
$261K 0.2%
+1,033
123
$258K 0.19%
+3,360
124
$257K 0.19%
+1,656
125
$253K 0.19%
+2,224
2 3 4
5
6