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
$243M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Sells

1 +$4.05M
2 +$2.52M
3 +$1.24M
4
COST icon
Costco
COST
+$885K
5
NVDA icon
NVIDIA
NVDA
+$681K

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
$6.85B
$31.9K 0.01%
+370
DE icon
252
Deere & Co
DE
$160B
$31.6K 0.01%
+69
VTI icon
253
Vanguard Total Stock Market ETF
VTI
$611B
$31.2K 0.01%
+95
PRU icon
254
Prudential Financial
PRU
$32.8B
$30.4K 0.01%
+293
EFAV icon
255
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.36B
$30.1K 0.01%
+355
FTEC icon
256
Fidelity MSCI Information Technology Index ETF
FTEC
$17.6B
$29.5K 0.01%
+133
MSTY icon
257
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.29B
$29.5K 0.01%
+423
NOW icon
258
ServiceNow
NOW
$87.8B
$28.5K 0.01%
+155
VSS icon
259
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$28.5K 0.01%
+200
FDX icon
260
FedEx
FDX
$93.7B
$28.3K 0.01%
+120
SCHR icon
261
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$28.1K 0.01%
+1,120
BIBL icon
262
Inspire 100 ETF
BIBL
$416M
$27K 0.01%
+608
RSG icon
263
Republic Services
RSG
$66.1B
$26.4K 0.01%
+115
DOL icon
264
WisdomTree True Developed International Fund
DOL
$783M
$25.8K 0.01%
+414
AON icon
265
Aon
AON
$69.3B
$25K 0.01%
+70
CMG icon
266
Chipotle Mexican Grill
CMG
$44.2B
$24.7K 0.01%
+629
GEV icon
267
GE Vernova
GEV
$309B
$24.6K 0.01%
+40
ORLY icon
268
O'Reilly Automotive
ORLY
$78B
$24.5K 0.01%
+227
IWN icon
269
iShares Russell 2000 Value ETF
IWN
$13.3B
$24.2K 0.01%
+137
AVUV icon
270
Avantis US Small Cap Value ETF
AVUV
$25.7B
$24.2K 0.01%
+243
MGK icon
271
Vanguard Mega Cap Growth ETF
MGK
$6.25B
$24.1K 0.01%
+60
FAST icon
272
Fastenal
FAST
$52.2B
$24.1K 0.01%
+492
IJR icon
273
iShares Core S&P Small-Cap ETF
IJR
$101B
$24.1K 0.01%
+203
PANW icon
274
Palo Alto Networks
PANW
$140B
$23.8K 0.01%
+117
APD icon
275
Air Products & Chemicals
APD
$67.6B
$23.7K 0.01%
+87