WG
Wealth Group Portfolio holdings
AUM
$101M
1-Year Return
18.29%
This Quarter Return
+10.3%
1 Year Return
+18.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
-$53.5M
(-35%)
Cap. Flow
-$62M
Cap. Flow
% of AUM
-61.48%
Top 10 Holdings %
Top 10 Hldgs %
46.78%
Holding
164
New
7
Increased
27
Reduced
53
Closed
75
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$381K |
| 2 |
Tesla
TSLA
|
$278K |
| 3 |
Norfolk Southern
NSC
|
$273K |
| 4 |
Intuit
INTU
|
$265K |
| 5 |
Texas Instruments
TXN
|
$246K |
Top Sells
| 1 |
Apple
AAPL
|
$5M |
| 2 |
TJX Companies
TJX
|
$4.81M |
| 3 |
Microsoft
MSFT
|
$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% |
