WWA

Wealth Watch Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 15.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.1M
3
+$1.72M
4
PLTM icon
GraniteShares Platinum Shares
PLTM
+$1.61M
5
YMAX icon
YieldMax Universe Fund of Option Income ETFs
YMAX
+$1.53M

Top Sells

1
+$3.12M
2
+$3.1M
3
+$2.1M
4
PRIV
State Street IG Public & Private Credit ETF
PRIV
+$1.04M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$525K

Sector Composition

1 Technology 3.56%
2 Healthcare 1.31%
3 Industrials 1.23%
4 Consumer Discretionary 1.05%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GD icon
251
General Dynamics
GD
$99B
$35K 0.01%
104
-59
PCAR icon
252
PACCAR
PCAR
$65.7B
$34.8K 0.01%
318
-11
PAYX icon
253
Paychex
PAYX
$34.4B
$34.8K 0.01%
310
-23
CDNS icon
254
Cadence Design Systems
CDNS
$83.3B
$34.4K 0.01%
110
+1
EMR icon
255
Emerson Electric
EMR
$81.6B
$33.8K 0.01%
255
LMT icon
256
Lockheed Martin
LMT
$153B
$33.4K 0.01%
69
-12
GEV icon
257
GE Vernova
GEV
$227B
$33.3K 0.01%
51
+11
VIG icon
258
Vanguard Dividend Appreciation ETF
VIG
$104B
$33K 0.01%
150
-183
PSX icon
259
Phillips 66
PSX
$66B
$32.6K 0.01%
253
-10
PRNT icon
260
The 3D Printing ETF
PRNT
$67.1M
$32K 0.01%
1,431
+1,027
SOXX icon
261
iShares Semiconductor ETF
SOXX
$21.6B
$31.9K 0.01%
106
+78
VTI icon
262
Vanguard Total Stock Market ETF
VTI
$581B
$31.9K 0.01%
95
PRU icon
263
Prudential Financial
PRU
$34.4B
$31.7K 0.01%
281
-12
SBUX icon
264
Starbucks
SBUX
$111B
$31.2K 0.01%
370
-34
EFAV icon
265
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.61B
$30.6K 0.01%
355
OEF icon
266
iShares S&P 100 ETF
OEF
$28.6B
$30.5K 0.01%
89
+58
FTEC icon
267
Fidelity MSCI Information Technology Index ETF
FTEC
$15.8B
$29.9K 0.01%
133
DUHP icon
268
Dimensional US High Profitability ETF
DUHP
$11B
$29.5K 0.01%
+777
TSMY
269
YieldMax TSM Option Income Strategy ETF
TSMY
$68.7M
$29.2K 0.01%
1,882
+788
XOMO icon
270
YieldMax XOM Option Income Strategy ETF
XOMO
$39.3M
$29.1K 0.01%
2,485
+1,057
BIBL icon
271
Inspire 100 ETF
BIBL
$400M
$28.9K 0.01%
641
+33
VSS icon
272
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.9B
$28.7K 0.01%
200
J icon
273
Jacobs Solutions
J
$16.2B
$28.6K 0.01%
216
-4
OMC icon
274
Omnicom Group
OMC
$26.6B
$28.5K 0.01%
353
-62
ROST icon
275
Ross Stores
ROST
$69.1B
$28.1K 0.01%
156
+9
9 10
11
12 13