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
DBMF icon
376
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.96B
$12K 0.01%
+441
TSCO icon
377
Tractor Supply
TSCO
$28.6B
$12K ﹤0.01%
+211
ISCB icon
378
iShares Morningstar Small-Cap ETF
ISCB
$258M
$11.9K ﹤0.01%
+188
KLAC icon
379
KLA
KLAC
$159B
$11.9K ﹤0.01%
+11
DYNF icon
380
BlackRock US Equity Factor Rotation ETF
DYNF
$29.9B
$11.8K ﹤0.01%
+200
ETH
381
Grayscale Ethereum Mini Trust ETF
ETH
$2.32B
$11.8K ﹤0.01%
+302
RSP icon
382
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$11.8K ﹤0.01%
+62
JBL icon
383
Jabil
JBL
$22.9B
$11.3K ﹤0.01%
+52
JMST icon
384
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.52B
$11K ﹤0.01%
+215
LOW icon
385
Lowe's Companies
LOW
$139B
$10.8K ﹤0.01%
+43
BKNG icon
386
Booking.com
BKNG
$163B
$10.8K ﹤0.01%
+2
USMV icon
387
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$10.7K ﹤0.01%
+112
ETR icon
388
Entergy
ETR
$42.1B
$10.6K ﹤0.01%
+114
DYLD icon
389
LeaderShares Dynamic Yield ETF
DYLD
$44.2M
$10.6K ﹤0.01%
+466
GIS icon
390
General Mills
GIS
$24.6B
$10.5K ﹤0.01%
+208
KMI icon
391
Kinder Morgan
KMI
$60.4B
$10.4K ﹤0.01%
+368
MS icon
392
Morgan Stanley
MS
$276B
$10.3K ﹤0.01%
+65
OEF icon
393
iShares S&P 100 ETF
OEF
$29B
$10.3K ﹤0.01%
+31
PAGP icon
394
Plains GP Holdings
PAGP
$3.73B
$10.3K ﹤0.01%
+565
LNT icon
395
Alliant Energy
LNT
$17.1B
$10.2K ﹤0.01%
+152
XSHQ icon
396
Invesco S&P SmallCap Quality ETF
XSHQ
$264M
$10.2K ﹤0.01%
+238
EQIX icon
397
Equinix
EQIX
$71.9B
$10.2K ﹤0.01%
+13
STE icon
398
Steris
STE
$25.5B
$10.1K ﹤0.01%
+41
CI icon
399
Cigna
CI
$72.2B
$10.1K ﹤0.01%
+35
WWJD icon
400
Inspire International ETF
WWJD
$417M
$10.1K ﹤0.01%
+286