WG
Wealth Group Portfolio holdings
AUM
$101M
1-Year Est. Return
18.29%
1 Year Est. Return
+18.29%
AUM
$154M
AUM Growth
-$354K
(-0.23%)
Holding
168
Top Buys
| 1 | +$880K | |
| 2 | +$671K | |
| 3 | +$478K | |
| 4 |
Chevron
CVX
|
+$424K |
| 5 |
Netflix
NFLX
|
+$410K |
Top Sells
| 1 | +$884K | |
| 2 | +$477K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Accenture
ACN
$154B
| $205K | 0.13% |
+656
|
|
||
152
WisdomTree US SmallCap Dividend Fund
DES
$1.89B
| $205K | 0.13% |
6,405
|
|
||
153
ConocoPhillips
COP
$110B
| $202K | 0.13% |
1,923
-142
|
|
||
154
Dimensional Core Fixed Income ETF
DFCF
$8.15B
| $200K | 0.13% |
+4,756
|
|
||
155
Coherus Oncology
CHRS
$192M
| $42K | 0.03% |
52,195
|
|
||
156
PDS Biotechnology
PDSB
$43.2M
| $18K | 0.01% |
15,399
|
|
||
157
Purple Innovation
PRPL
$93M
| $7K | ﹤0.01% |
10,000
|
|
||
|
158
CSX Corp
CSX
$67.3B
| – | – |
-9,390
|
|
||
159
Walt Disney
DIS
$201B
| – | – |
-2,008
|
|
||
160
Ford
F
$55.1B
| – | – |
-10,962
|
|
||
161
General Mills
GIS
$25.3B
| – | – |
-5,409
|
|
||
162
Honeywell
HON
$137B
| – | – |
-2,111
|
|
||
163
iShares Gold Trust
IAU
$62.4B
| – | – |
-4,183
|
|
||
164
Intuit
INTU
$190B
| – | – |
-345
|
|
||
165
Morgan Stanley
MS
$261B
| – | – |
-1,704
|
|
||
|
166
Palo Alto Networks
PANW
$147B
| – | – |
-1,596
|
|
||
167
Texas Instruments
TXN
$154B
| – | – |
-1,288
|
|
||
168
United Parcel Service
UPS
$73.9B
| – | – |
-7,006
|
|