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
ARKK icon
251
ARK Innovation ETF
ARKK
$7.87B
$31.9K 0.01%
+370
DE icon
252
Deere & Co
DE
$130B
$31.6K 0.01%
+69
VTI icon
253
Vanguard Total Stock Market ETF
VTI
$565B
$31.2K 0.01%
+95
PRU icon
254
Prudential Financial
PRU
$38.3B
$30.4K 0.01%
+293
EFAV icon
255
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$30.1K 0.01%
+355
FTEC icon
256
Fidelity MSCI Information Technology Index ETF
FTEC
$16.9B
$29.5K 0.01%
+133
MSTY icon
257
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.96B
$29.5K 0.01%
+2,116
NOW icon
258
ServiceNow
NOW
$173B
$28.5K 0.01%
+31
VSS icon
259
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.7B
$28.5K 0.01%
+200
FDX icon
260
FedEx
FDX
$63.8B
$28.3K 0.01%
+120
SCHR icon
261
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$28.1K 0.01%
+1,120
BIBL icon
262
Inspire 100 ETF
BIBL
$360M
$27K 0.01%
+608
RSG icon
263
Republic Services
RSG
$66.7B
$26.4K 0.01%
+115
DOL icon
264
WisdomTree True Developed International Fund
DOL
$695M
$25.8K 0.01%
+414
AON icon
265
Aon
AON
$74B
$25K 0.01%
+70
CMG icon
266
Chipotle Mexican Grill
CMG
$44.9B
$24.7K 0.01%
+629
GEV icon
267
GE Vernova
GEV
$163B
$24.6K 0.01%
+40
ORLY icon
268
O'Reilly Automotive
ORLY
$83.2B
$24.5K 0.01%
+227
IWN icon
269
iShares Russell 2000 Value ETF
IWN
$11.9B
$24.2K 0.01%
+137
AVUV icon
270
Avantis US Small Cap Value ETF
AVUV
$19.8B
$24.2K 0.01%
+243
MGK icon
271
Vanguard Mega Cap Growth ETF
MGK
$32.5B
$24.1K 0.01%
+60
FAST icon
272
Fastenal
FAST
$47.3B
$24.1K 0.01%
+492
IJR icon
273
iShares Core S&P Small-Cap ETF
IJR
$89B
$24.1K 0.01%
+203
PANW icon
274
Palo Alto Networks
PANW
$135B
$23.8K 0.01%
+117
APD icon
275
Air Products & Chemicals
APD
$58B
$23.7K 0.01%
+87