WG
Wealth Group Portfolio holdings
AUM
$101M
1-Year Est. Return
18.29%
1 Year Est. Return
+18.29%
AUM
$101M
AUM Growth
-$53.5M
(-35%)
Holding
164
Top Buys
| 1 | +$381K | |
| 2 | +$278K | |
| 3 | +$273K | |
| 4 |
Intuit
INTU
|
+$265K |
| 5 |
Texas Instruments
TXN
|
+$246K |
Top Sells
| 1 | +$5M | |
| 2 | +$4.81M | |
| 3 | +$3.53M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$2.67M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.26M |
Sector Composition
| 1 | Technology | 31.45% |
| 2 | Consumer Staples | 13.26% |
| 3 | Industrials | 12.04% |
| 4 | Consumer Discretionary | 11.54% |
| 5 | Financials | 11.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Schwab US TIPS ETF
SCHP
$14.5B
| – | – |
-14,343
|
|
||
152
Schwab US Large- Cap ETF
SCHX
$61.9B
| – | – |
-25,015
|
|
||
153
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$959M
| – | – |
-8,412
|
|
||
154
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$907M
| – | – |
-9,818
|
|
||
155
Southern Company
SO
$105B
| – | – |
-3,896
|
|
||
156
SPDR Portfolio High Yield Bond ETF
SPHY
$9.27B
| – | – |
-31,074
|
|
||
157
Vanguard Small-Cap Value ETF
VBR
$31.6B
| – | – |
-1,645
|
|
||
158
Vanguard FTSE Developed Markets ETF
VEA
$180B
| – | – |
-22,656
|
|
||
159
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-8,859
|
|
||
160
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| – | – |
-18,786
|
|
||
161
Vanguard Value ETF
VTV
$149B
| – | – |
-1,419
|
|
||
162
Vanguard Growth ETF
VUG
$199B
| – | – |
-768
|
|
||
163
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| – | – |
-10,954
|
|
||
164
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.89B
| – | – |
-4,034
|
|