WG
Wealth Group Portfolio holdings
AUM
$101M
This Quarter Return
-1.41%
1 Year Return
+18.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(-0.23%)
Cap. Flow
+$3.63M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
168
New
8
Increased
80
Reduced
57
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
$880K |
| 2 |
Vanguard Total Bond Market
BND
|
$671K |
| 3 |
Duke Energy
DUK
|
$478K |
| 4 |
Chevron
CVX
|
$424K |
| 5 |
Netflix
NFLX
|
$410K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$884K |
| 2 |
Honeywell
HON
|
$477K |
| 3 |
General Mills
GIS
|
$345K |
| 4 |
CSX Corp
CSX
|
$303K |
| 5 |
Palo Alto Networks
PANW
|
$290K |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Consumer Discretionary | 11.56% |
| 3 | Consumer Staples | 10.96% |
| 4 | Financials | 10.37% |
| 5 | Industrials | 7.58% |
