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
126
$251K 0.17%
6,187
-132
127
$250K 0.17%
+1,245
128
$245K 0.16%
2,153
-1
129
$244K 0.16%
+2,299
130
$241K 0.16%
973
-10
131
$241K 0.16%
+4,294
132
$237K 0.16%
657
-226
133
$236K 0.16%
3,943
-139
134
$235K 0.16%
6,827
135
$235K 0.16%
2,145
-664
136
$234K 0.16%
223
-1
137
$226K 0.15%
1,096
-88
138
$221K 0.15%
+3,329
139
$219K 0.15%
+3,820
140
$217K 0.15%
1,244
-837
141
$215K 0.14%
+8,468
142
$211K 0.14%
1,180
-82
143
$210K 0.14%
1,477
-832
144
$210K 0.14%
1,400
-609
145
$209K 0.14%
6,467
146
$208K 0.14%
1,980
-87
147
$203K 0.14%
+3,086
148
$201K 0.13%
1,500
-246
149
$200K 0.13%
3,541
-697
150
$59K 0.04%
15,399
3 4 5
6
7