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
VZ icon
351
Verizon
VZ
$216B
$16.1K 0.01%
395
+51
MU icon
352
Micron Technology
MU
$451B
$16K 0.01%
56
-46
FBIN icon
353
Fortune Brands Innovations
FBIN
$6.11B
$15.6K 0.01%
312
AXP icon
354
American Express
AXP
$214B
$15.5K 0.01%
42
+13
ZTS icon
355
Zoetis
ZTS
$53.2B
$15.3K 0.01%
122
-9
LOW icon
356
Lowe's Companies
LOW
$145B
$15K 0.01%
62
+19
XLE icon
357
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$14.8K 0.01%
+332
AGG icon
358
iShares Core US Aggregate Bond ETF
AGG
$140B
$14.6K 0.01%
146
-52
KLAC icon
359
KLA
KLAC
$193B
$14.6K 0.01%
12
+1
PYPL icon
360
PayPal
PYPL
$43B
$14.5K 0.01%
249
-24
NDAQ icon
361
Nasdaq
NDAQ
$50.7B
$14.3K 0.01%
147
+5
MS icon
362
Morgan Stanley
MS
$266B
$14.2K 0.01%
80
+15
AVLV icon
363
Avantis US Large Cap Value ETF
AVLV
$10.5B
$14.2K 0.01%
+187
DIHP icon
364
Dimensional International High Profitability ETF
DIHP
$5.6B
$14.1K 0.01%
+444
CVX icon
365
Chevron
CVX
$368B
$14K 0.01%
92
-37
TFLO icon
366
iShares Treasury Floating Rate Bond ETF
TFLO
$6.41B
$14K 0.01%
277
+20
CASY icon
367
Casey's General Stores
CASY
$25.3B
$13.8K 0.01%
25
BSX icon
368
Boston Scientific
BSX
$107B
$13.6K 0.01%
143
-32
WM icon
369
Waste Management
WM
$98.4B
$13.6K 0.01%
62
-4
INTC icon
370
Intel
INTC
$228B
$13.6K 0.01%
369
-99
TPLC icon
371
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$351M
$13.6K 0.01%
299
+132
ATO icon
372
Atmos Energy
ATO
$30.9B
$13.6K 0.01%
81
BX icon
373
Blackstone
BX
$89.4B
$13.6K 0.01%
88
+70
USMV icon
374
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$13.6K 0.01%
144
+32
TPHD icon
375
Timothy Plan High Dividend Stock ETF
TPHD
$346M
$13.4K 0.01%
348
+152
13 14
15
16 17