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
HAL icon
451
Halliburton
HAL
$23.1B
$7.11K ﹤0.01%
+289
UBCP icon
452
United Bancorp
UBCP
$77M
$6.99K ﹤0.01%
+500
SNY icon
453
Sanofi
SNY
$121B
$6.94K ﹤0.01%
+147
SNPS icon
454
Synopsys
SNPS
$88.9B
$6.91K ﹤0.01%
+14
ITB icon
455
iShares US Home Construction ETF
ITB
$2.71B
$6.86K ﹤0.01%
+64
URA icon
456
Global X Uranium ETF
URA
$5.32B
$6.86K ﹤0.01%
+144
FISV
457
Fiserv Inc
FISV
$36B
$6.83K ﹤0.01%
+53
AMGN icon
458
Amgen
AMGN
$186B
$6.77K ﹤0.01%
+24
HLT icon
459
Hilton Worldwide
HLT
$65.1B
$6.75K ﹤0.01%
+26
ARCC icon
460
Ares Capital
ARCC
$14.9B
$6.69K ﹤0.01%
+328
BCS icon
461
Barclays
BCS
$80.7B
$6.68K ﹤0.01%
+323
CIEN icon
462
Ciena
CIEN
$27.3B
$6.55K ﹤0.01%
+45
COP icon
463
ConocoPhillips
COP
$113B
$6.53K ﹤0.01%
+69
NEM icon
464
Newmont
NEM
$97.8B
$6.49K ﹤0.01%
+77
TDY icon
465
Teledyne Technologies
TDY
$23.7B
$6.45K ﹤0.01%
+11
BJ icon
466
BJs Wholesale Club
BJ
$12B
$6.43K ﹤0.01%
+69
KBH icon
467
KB Home
KBH
$4.26B
$6.36K ﹤0.01%
+100
MHO icon
468
M/I Homes
MHO
$3.59B
$6.36K ﹤0.01%
+44
KVUE icon
469
Kenvue
KVUE
$32.5B
$6.31K ﹤0.01%
+389
UBS icon
470
UBS Group
UBS
$121B
$6.23K ﹤0.01%
+152
VO icon
471
Vanguard Mid-Cap ETF
VO
$89.4B
$6.17K ﹤0.01%
+21
PNR icon
472
Pentair
PNR
$17.4B
$6.09K ﹤0.01%
+55
HII icon
473
Huntington Ingalls Industries
HII
$12.1B
$6.05K ﹤0.01%
+21
USB icon
474
US Bancorp
USB
$79.2B
$6.04K ﹤0.01%
+125
TRGP icon
475
Targa Resources
TRGP
$37.7B
$6.03K ﹤0.01%
+36