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Home > Institutional Investor > Wcg Wealth Advisors Llc > Profile

Instuitional Investor - Wcg Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Wcg Wealth Advisors Llc
Portfolio Value $1,360,933
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dbx Etf Tr
 1,089,068 $47,418 3.48%
2.
Sector Spdr Trust
 XLB 1,165,138 $46,675 3.42%
3.
Apple Inc.
 AAPL 228,625 $44,017 3.23%
4.
Microsoft Corp
 MSFT 92,921 $34,942 2.56%
5.
Hartford Funds Exchange Traded Total Rtrn Etf
 917,644 $31,227 2.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)