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
CRM icon
351
Salesforce
CRM
$213B
$14.5K 0.01%
+61
USOY
352
Defiance Oil Enhanced Options Income ETF
USOY
$41.4M
$14.3K 0.01%
+1,837
ARKG icon
353
ARK Genomic Revolution ETF
ARKG
$1.3B
$14.3K 0.01%
+515
FIAT
354
YieldMax Short COIN Option Income Strategy ETF
FIAT
$40.6M
$14.2K 0.01%
+520
CASY icon
355
Casey's General Stores
CASY
$23.7B
$14.1K 0.01%
+25
DIPS
356
YieldMax Short NVDA Option Income Strategy ETF
DIPS
$9.17M
$14.1K 0.01%
+238
VOE icon
357
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$14K 0.01%
+80
GLD icon
358
SPDR Gold Trust
GLD
$157B
$13.9K 0.01%
+39
ATO icon
359
Atmos Energy
ATO
$27.6B
$13.8K 0.01%
+81
ITW icon
360
Illinois Tool Works
ITW
$76.4B
$13.8K 0.01%
+53
QCOM icon
361
Qualcomm
QCOM
$171B
$13.8K 0.01%
+83
BMY icon
362
Bristol-Myers Squibb
BMY
$112B
$13.7K 0.01%
+304
GOVT icon
363
iShares US Treasury Bond ETF
GOVT
$33.7B
$13.7K 0.01%
+592
T icon
364
AT&T
T
$167B
$13.7K 0.01%
+484
SHW icon
365
Sherwin-Williams
SHW
$88.7B
$13.5K 0.01%
+39
EEMV icon
366
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.9B
$13.2K 0.01%
+207
CRSH
367
YieldMax Short TSLA Option Income Strategy ETF
CRSH
$18.8M
$13.1K 0.01%
+422
TFLO icon
368
iShares Treasury Floating Rate Bond ETF
TFLO
$6.48B
$13K 0.01%
+257
BLK icon
369
Blackrock
BLK
$180B
$12.8K 0.01%
+11
PM icon
370
Philip Morris
PM
$270B
$12.8K 0.01%
+79
NDAQ icon
371
Nasdaq
NDAQ
$57.7B
$12.6K 0.01%
+142
VRTX icon
372
Vertex Pharmaceuticals
VRTX
$112B
$12.5K 0.01%
+32
IJS icon
373
iShares S&P Small-Cap 600 Value ETF
IJS
$7.49B
$12.5K 0.01%
+113
CPB icon
374
Campbell Soup
CPB
$7.78B
$12.2K 0.01%
+386
MRSH
375
Marsh
MRSH
$89.4B
$12.1K 0.01%
+60