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
TECB icon
276
iShares US Tech Breakthrough Multisector ETF
TECB
$451M
$23.1K 0.01%
+382
CTAS icon
277
Cintas
CTAS
$74.2B
$23K 0.01%
+112
IWO icon
278
iShares Russell 2000 Growth ETF
IWO
$13.1B
$22.7K 0.01%
+71
PKG icon
279
Packaging Corp of America
PKG
$17.8B
$22.7K 0.01%
+104
ROST icon
280
Ross Stores
ROST
$57.9B
$22.4K 0.01%
+147
AVDE icon
281
Avantis International Equity ETF
AVDE
$11B
$22.3K 0.01%
+283
GSK icon
282
GSK
GSK
$98.9B
$22.3K 0.01%
+517
RTX icon
283
RTX Corp
RTX
$226B
$21.9K 0.01%
+131
SCHA icon
284
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$21.8K 0.01%
+782
ABT icon
285
Abbott
ABT
$218B
$21.7K 0.01%
+162
USIG icon
286
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$21.6K 0.01%
+414
NKE icon
287
Nike
NKE
$97B
$21.6K 0.01%
+310
CTSH icon
288
Cognizant
CTSH
$38.2B
$21.5K 0.01%
+320
VT icon
289
Vanguard Total World Stock ETF
VT
$57.4B
$21.4K 0.01%
+155
WEC icon
290
WEC Energy
WEC
$34.9B
$21.3K 0.01%
+186
SCZ icon
291
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$21.1K 0.01%
+275
BABO
292
YieldMax BABA Option Income Strategy ETF
BABO
$49.5M
$20.8K 0.01%
+1,100
AJG icon
293
Arthur J. Gallagher & Co
AJG
$63B
$20.8K 0.01%
+67
IBD icon
294
Inspire Corporate Bond ETF
IBD
$451M
$20.7K 0.01%
+859
LSAF icon
295
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$114M
$20.7K 0.01%
+463
CAH icon
296
Cardinal Health
CAH
$47.5B
$20.2K 0.01%
+129
SPOT icon
297
Spotify
SPOT
$115B
$20.2K 0.01%
+29
QSR icon
298
Restaurant Brands International
QSR
$24.9B
$20.1K 0.01%
+314
CVX icon
299
Chevron
CVX
$303B
$20K 0.01%
+129
YUM icon
300
Yum! Brands
YUM
$41.2B
$19.9K 0.01%
+131