06/30/2022
Top Buys (13F)
- Name% Change
- SNPE Xtrackers S&P 500 E... 5.07%
- HTRB HARTFORD TOTAL RETU... 4.14%
- RODM Hartford Multifacto... 3.71%
- MUNI PIMCO Intermediate ... 3.57%
- SPHQ Invesco S&P 500 Qua... 2.83%
06/30/2022
Top Sells (13F)
- Name% Change
06/30/2022
13F Holdings Summary
- Stock% Port
- SNPE Xtrackers S&P 500 ESG ETF 5.07%
- HTRB HARTFORD TOTAL RETURN BOND ETF 4.14%
- RODM Hartford Multifactor Develo... 3.71%
- MUNI PIMCO Intermediate Municipa... 3.57%
- SPHQ Invesco S&P 500 Quality ETF- 2.83%
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for WCG WEALTH ADVISORS LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15
| Performance for Q2 2022: | 0.02% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
THE WEALTH CONSULTING GROUP8925 WEST POST ROAD 2ND FLOOR
LAS VEGAS NV 89148
Country: United States
Business Phone: 702-263-1919
Fax: 702-263-7273
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | NV |
| Number of employees: | 120 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | |
| Total Number of Clients: | 7706 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTPS://EMBREACEWEALTHMGMT.COM/
- HTTP://HASKELLWM.COM
- HTTPS://TWITTER.COM/WEALTHCG
- https://www.constantinocallender.com/
- https://www.edmondwealthmanagement.com/
- HTTP://WWW.TRELOARONLINE.COM
- HTTP://WWW.GAMETTANDKING.COM
- HTTP://WWW.DAROLDMARK.COM
- HTTP://WWW.STRONG-HAVEN.COM
- http://www.anchor-wealth.com/
- HTTPS://UTORWEALTH.COM/
- HTTPS://WWW.YBFP.COM/
- https://www.carterfinancial.biz/
- https://www.sundanceinvest.com/
- HTTP://REDWITZWEALTH.COM
- HTTP://BAIRFINANCIALPLANNING.COM
- HTTPS://FACEBOOK.COM/WEALTHCGLV
- HTTP://WWW.TODDFINANCIAL.COM/
- https://www.encorewealthmanagement.com/
- HTTP://WWW.FAMILYWMG.COM
- HTTP://FIDESWEALTH.COM
- HTTP://WWW.LIVEABOUND.COM
- HTTP://WWW.WEALTHCG.COM
- HTTP://WWW.CLARIOFINANCIAL.COM
- HTTP://WWW.PALOVERDEWEALTHMANAGEMENT.COM
- https://financial-yogi.com/
- https://jeffdweber.com
- HTTP://JHMWEALTHMANAGEMENT.COM
Data above was derived from SEC filings.
