WWA

Wealth Watch Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Sells

1 +$4.38M
2 +$2.63M
3 +$1.19M
4
COST icon
Costco
COST
+$854K
5
NVDA icon
NVIDIA
NVDA
+$729K

Sector Composition

1 Technology 3.18%
2 Healthcare 1.27%
3 Industrials 1.16%
4 Consumer Discretionary 0.95%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AEP icon
226
American Electric Power
AEP
$63.1B
$38.6K 0.02%
+343
PAVE icon
227
Global X US Infrastructure Development ETF
PAVE
$9.81B
$38.6K 0.02%
+810
VB icon
228
Vanguard Small-Cap ETF
VB
$69.4B
$38.4K 0.02%
+151
CDNS icon
229
Cadence Design Systems
CDNS
$91.5B
$38.3K 0.02%
+109
EMCB icon
230
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$86.9M
$38.1K 0.02%
+569
HYDB icon
231
iShares High Yield Systematic Bond ETF
HYDB
$1.66B
$37.7K 0.02%
+788
GPTY
232
YieldMax AI & Tech Portfolio Option Income ETF
GPTY
$83M
$36.9K 0.02%
+790
PSX icon
233
Phillips 66
PSX
$56.3B
$35.8K 0.01%
+263
CP icon
234
Canadian Pacific Kansas City
CP
$66.6B
$35.7K 0.01%
+479
ARKQ icon
235
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.6B
$35K 0.01%
+314
MBB icon
236
iShares MBS ETF
MBB
$39.2B
$34.7K 0.01%
+365
IMCV icon
237
iShares Morningstar Mid-Cap Value ETF
IMCV
$896M
$34.7K 0.01%
+432
MRK icon
238
Merck
MRK
$254B
$34.4K 0.01%
+410
TDG icon
239
TransDigm Group
TDG
$75.3B
$34.3K 0.01%
+26
SBUX icon
240
Starbucks
SBUX
$99.1B
$34.2K 0.01%
+404
PSA icon
241
Public Storage
PSA
$48.8B
$34.1K 0.01%
+118
ASML icon
242
ASML
ASML
$443B
$33.9K 0.01%
+35
OMC icon
243
Omnicom Group
OMC
$22.5B
$33.8K 0.01%
+415
KO icon
244
Coca-Cola
KO
$305B
$33.6K 0.01%
+506
EMR icon
245
Emerson Electric
EMR
$75.8B
$33.5K 0.01%
+255
K icon
246
Kellanova
K
$28.9B
$33.4K 0.01%
+407
WPC icon
247
W.P. Carey
WPC
$14.6B
$33.2K 0.01%
+491
J icon
248
Jacobs Solutions
J
$16.5B
$33K 0.01%
+220
MCO icon
249
Moody's
MCO
$87.8B
$32.4K 0.01%
+68
PCAR icon
250
PACCAR
PCAR
$57B
$32.3K 0.01%
+329