WC

Wall Capital Group, Inc.

13F
Wall Capital Group, Inc.
Last update 2024-02-08 23 Stocks (4 new)
Value $88.00 Mil Turnover 18 %
Countries:
Top Holdings: SPTM(11.51%)SPSM(11.30%)XLK(10.70%)XLF(7.80%)XLY(6.73%)
Summary Stock Picks Current Portfolio
Wall Capital Group, Inc. Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
173,751
10,155.8
+5.35%
11.510
+0.58%
0.150
+18.87%
+6.65%
10,634.5
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
236,443
9,973.2
+70.14%
11.300
+4.66%
0.160
+17.47%
-2.46%
11,632.5
 
XLK
Technology Select Sector SPDR ETF
49,071
9,445.2
+4.06%
10.700
+0.42%
0.020
+33.64%
+11.64%
81,663.3
 
XLF
Financial Select Sector SPDR
183,137
6,885.9
-2.72%
7.800
-0.24%
0.020
+12.16%
+8.38%
50,709.5
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
33,191
5,934.9
-5.03%
6.730
-0.40%
0.030
+19.38%
-1.70%
22,463.5
 
VNQ
Vanguard Real Estate Index Fund ETF
61,407
5,426.0
New Holding
6.150
+6.15%
0.020
+6.05%
+2.90%
33,450.7
 
XLI
Industrial Select Sector SPDR
45,170
5,148.9
-2.69%
5.840
-0.18%
0.030
+21.06%
+14.85%
22,264.6
 
IVV
iShares Core S&P 500 ETF
10,426
4,980.0
-11.21%
5.640
-0.81%
0.000
+19.14%
+7.22%
631,078.0
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
47,068
4,671.4
-26.00%
5.290
-2.19%
0.010
+0.74%
+3.00%
127,692.5
 
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
58,799
4,272.3
-2.52%
4.840
-0.15%
0.030
+18.90%
+10.41%
23,574.2
 

Wall Capital Group, Inc.'s Historical Top Holdings Breakdowns

Wall Capital Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VNQ
Vanguard Real Estate Index Fund ETF
2023-12-31
New Buy
New Buy
+6.15%
●
71.05 ($79.25) 89.54
$89.85
13.38%
New holding
61,407
61,407
IWV
iShares Russell 3000 ETF
2023-12-31
New Buy
New Buy
+4.76%
●
234.36 ($254.97) 274.87
$354.93
39.20%
New holding
15,337
15,337
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2023-12-31
Add
Add
+4.66%
●
34.3 ($37.68) 42.83
$43.46
15.34%
Add 70.14%
236,443
97,471
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2023-12-31
Reduce
Reduce
-2.19%
●
91.67 ($95.17) 99.66
$97.89
2.86%
Reduce -26%
47,068
-16,539
IWP
iShares Russell Mid-Cap Growth ETF
2023-12-31
New Buy
New Buy
+0.88%
●
85.66 ($94.8) 105.12
$138.45
46.04%
New holding
7,468
7,468
IVV
iShares Core S&P 500 ETF
2023-12-31
Reduce
Reduce
-0.81%
●
412.55 ($447.6) 479
$627.25
40.14%
Reduce -11.21%
10,426
-1,316
XLU
Utilities Select Sector SPDR ETF
2023-12-31
Sold Out
Sold Out
-0.63%
●
56.19 ($61.14) 65.96
$82.03
34.17%
Sold Out
0
-7,542
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2023-12-31
Add
Add
+0.58%
●
50.31 ($54.6) 58.65
$75.69
38.63%
Add 5.35%
173,751
8,821
XLRE
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
2023-12-31
Sold Out
Sold Out
-0.51%
●
32.19 ($35.91) 40.5
$41.76
16.29%
Sold Out
0
-10,507
QUAL
iShares MSCI USA Quality Factor ETF
2023-12-31
Reduce
Reduce
-0.48%
●
127.66 ($138.43) 147.99
$183.38
32.47%
Reduce -19.63%
10,155
-2,480

Wall Capital Group, Inc. Total Holding History ($B)

To

Wall Capital Group, Inc.'s Asset Allocation

To

Wall Capital Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Wall Capital Group, Inc.'s Hypothetical Growth since 2023-12-31

Wall Capital Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Wall Capital Group, Inc.'s Holdings Heat Map

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Wall Capital Group, Inc.'s Holdings Bubble Chart

Wall Capital Group, Inc. News

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