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
101
$357K 0.24%
1,303
+66
102
$341K 0.23%
3,860
-897
103
$340K 0.23%
4,618
-1,116
104
$337K 0.23%
3,738
-1,954
105
$333K 0.22%
469
+33
106
$328K 0.22%
9,094
+493
107
$325K 0.22%
3,165
-25
108
$317K 0.21%
9,610
+739
109
$316K 0.21%
813
+9
110
$311K 0.21%
589
-257
111
$309K 0.21%
1,895
-49
112
$300K 0.2%
739
-17
113
$298K 0.2%
11,588
+606
114
$296K 0.2%
771
-134
115
$292K 0.2%
7,349
+158
116
$292K 0.2%
472
-144
117
$290K 0.19%
+1,384
118
$284K 0.19%
4,798
-830
119
$283K 0.19%
13,845
+1,287
120
$280K 0.19%
2,870
-467
121
$268K 0.18%
3,630
-2,055
122
$266K 0.18%
+1,554
123
$265K 0.18%
1,065
-95
124
$261K 0.18%
3,173
+11
125
$251K 0.17%
+2,241
3 4
5
6 7