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
FELV icon
326
Fidelity Enhanced Large Cap Value ETF
FELV
$2.83B
$19.3K 0.01%
558
BLK icon
327
Blackrock
BLK
$163B
$19.3K 0.01%
18
+7
PAG icon
328
Penske Automotive Group
PAG
$10.5B
$19.2K 0.01%
+121
NFJ
329
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.25B
$19.1K 0.01%
1,485
-21
XT icon
330
iShares Future Exponential Technologies ETF
XT
$3.59B
$19.1K 0.01%
274
FDL icon
331
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.13B
$19K 0.01%
429
-6
WEC icon
332
WEC Energy
WEC
$38.3B
$19K 0.01%
180
-6
TSN icon
333
Tyson Foods
TSN
$22.2B
$18.8K 0.01%
320
FAST icon
334
Fastenal
FAST
$53.3B
$18.7K 0.01%
467
-25
ENTG icon
335
Entegris
ENTG
$19.6B
$18.7K 0.01%
222
+11
MCHP icon
336
Microchip Technology
MCHP
$37.8B
$18.5K 0.01%
291
+23
DISV icon
337
Dimensional International Small Cap Value ETF
DISV
$4.57B
$18.5K 0.01%
+486
AJG icon
338
Arthur J. Gallagher & Co
AJG
$58B
$18.4K 0.01%
71
+4
IMCG icon
339
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.28B
$18.4K 0.01%
230
SNA icon
340
Snap-on
SNA
$19.9B
$17.9K 0.01%
52
FTNT icon
341
Fortinet
FTNT
$61.6B
$17.8K 0.01%
224
+17
NOC icon
342
Northrop Grumman
NOC
$107B
$17.7K 0.01%
31
-111
BMY icon
343
Bristol-Myers Squibb
BMY
$127B
$17.5K 0.01%
324
+20
BR icon
344
Broadridge
BR
$22B
$17.4K 0.01%
78
-3
WAB icon
345
Wabtec
WAB
$44.5B
$17.3K 0.01%
81
+7
QCOM icon
346
Qualcomm
QCOM
$149B
$17.3K 0.01%
101
+18
MSI icon
347
Motorola Solutions
MSI
$79.2B
$16.9K 0.01%
44
+4
SPOT icon
348
Spotify
SPOT
$110B
$16.8K 0.01%
29
ITOT icon
349
iShares Core S&P Total US Stock Market ETF
ITOT
$82.4B
$16.8K 0.01%
+113
IWO icon
350
iShares Russell 2000 Growth ETF
IWO
$13.1B
$16.5K 0.01%
51
-20
12 13
14
15 16