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
AGG icon
301
iShares Core US Aggregate Bond ETF
AGG
$135B
$19.9K 0.01%
+198
C icon
302
Citigroup
C
$191B
$19.8K 0.01%
+195
XT icon
303
iShares Future Exponential Technologies ETF
XT
$3.7B
$19.7K 0.01%
+274
MGOV icon
304
First Trust Intermediate Government Opportunities ETF
MGOV
$78.3M
$19.7K 0.01%
+962
NFJ
305
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.23B
$19.6K 0.01%
+1,506
ENTG icon
306
Entegris
ENTG
$13.1B
$19.5K 0.01%
+211
PGR icon
307
Progressive
PGR
$133B
$19.5K 0.01%
+79
BR icon
308
Broadridge
BR
$26.9B
$19.3K 0.01%
+81
ZTS icon
309
Zoetis
ZTS
$54B
$19.2K 0.01%
+131
IMCG icon
310
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.12B
$19K 0.01%
+230
FDL icon
311
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.08B
$18.9K 0.01%
+435
TSMY
312
YieldMax TSM Option Income Strategy ETF
TSMY
$68M
$18.8K 0.01%
+1,094
FELV icon
313
Fidelity Enhanced Large Cap Value ETF
FELV
$2.51B
$18.7K 0.01%
+558
SBAC icon
314
SBA Communications
SBAC
$20B
$18.6K 0.01%
+96
JPMO icon
315
YieldMax JPM Option Income Strategy ETF
JPMO
$56.4M
$18.3K 0.01%
+1,057
PYPL icon
316
PayPal
PYPL
$57.3B
$18.3K 0.01%
+273
MSI icon
317
Motorola Solutions
MSI
$62.6B
$18.3K 0.01%
+40
TSM icon
318
TSMC
TSM
$1.53T
$18.2K 0.01%
+65
SNA icon
319
Snap-on
SNA
$17.9B
$18K 0.01%
+52
PLTY
320
YieldMax PLTR Option Income Strategy ETF
PLTY
$605M
$17.5K 0.01%
+268
FTNT icon
321
Fortinet
FTNT
$61.5B
$17.4K 0.01%
+207
TSN icon
322
Tyson Foods
TSN
$20B
$17.4K 0.01%
+320
MCHP icon
323
Microchip Technology
MCHP
$34.4B
$17.2K 0.01%
+268
XOMO icon
324
YieldMax XOM Option Income Strategy ETF
XOMO
$42.6M
$17.1K 0.01%
+1,428
BSX icon
325
Boston Scientific
BSX
$146B
$17.1K 0.01%
175
-1,559