WG
Wealth Group Portfolio holdings
AUM
$101M
This Quarter Return
+9.06%
1 Year Return
+18.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.9%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12M |
| 2 |
Microsoft
MSFT
|
$8.29M |
| 3 |
TJX Companies
TJX
|
$4.08M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.75M |
| 5 |
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% |
