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
NULV icon
451
Nuveen ESG Large-Cap Value ETF
NULV
$1.95B
$8.11K ﹤0.01%
180
ICE icon
452
Intercontinental Exchange
ICE
$93.3B
$8.1K ﹤0.01%
50
-1
PM icon
453
Philip Morris
PM
$269B
$7.86K ﹤0.01%
49
-30
AMGN icon
454
Amgen
AMGN
$199B
$7.86K ﹤0.01%
24
NTRS icon
455
Northern Trust
NTRS
$26.6B
$7.79K ﹤0.01%
57
-4
WSO icon
456
Watsco Inc
WSO
$16.3B
$7.75K ﹤0.01%
23
KVUE icon
457
Kenvue
KVUE
$34.6B
$7.75K ﹤0.01%
449
+60
UBSI icon
458
United Bankshares
UBSI
$5.68B
$7.68K ﹤0.01%
200
EQIX icon
459
Equinix
EQIX
$93.3B
$7.66K ﹤0.01%
10
-3
MUFG icon
460
Mitsubishi UFJ Financial
MUFG
$194B
$7.66K ﹤0.01%
483
KKR icon
461
KKR & Co
KKR
$84.4B
$7.65K ﹤0.01%
60
-8
PNC icon
462
PNC Financial Services
PNC
$85.4B
$7.51K ﹤0.01%
36
-8
DASH icon
463
DoorDash
DASH
$79.6B
$7.47K ﹤0.01%
33
+5
HCA icon
464
HCA Healthcare
HCA
$119B
$7.47K ﹤0.01%
16
-1
FNF icon
465
Fidelity National Financial
FNF
$13.7B
$7.37K ﹤0.01%
135
MPWR icon
466
Monolithic Power Systems
MPWR
$52.6B
$7.25K ﹤0.01%
8
ED icon
467
Consolidated Edison
ED
$40B
$7.25K ﹤0.01%
73
-8
COP icon
468
ConocoPhillips
COP
$143B
$7.21K ﹤0.01%
77
+8
UBCP icon
469
United Bancorp
UBCP
$88.6M
$7.17K ﹤0.01%
500
SNY icon
470
Sanofi
SNY
$108B
$7.12K ﹤0.01%
147
UBS icon
471
UBS Group
UBS
$121B
$7.04K ﹤0.01%
152
NWG icon
472
NatWest
NWG
$62.6B
$6.79K ﹤0.01%
388
VRSK icon
473
Verisk Analytics
VRSK
$28.8B
$6.71K ﹤0.01%
30
-3
ARCC icon
474
Ares Capital
ARCC
$13.7B
$6.63K ﹤0.01%
328
CRWD icon
475
CrowdStrike
CRWD
$105B
$6.56K ﹤0.01%
14
+4
17 18
19
20 21