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
151
$54K 0.04%
52,195
-282
152
$10K 0.01%
+10,000
153
– –
-1,362
154
– –
-5,251
155
– –
-5,560
156
– –
-9,340
157
– –
-2,084
158
– –
-2,844
159
– –
-1,723
160
– –
-341
161
– –
-8,700
3 4 5 6
7