WWA

Wealth Watch Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 21.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$4.34M
3
+$1.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.45M
5
HCMT icon
Direxion HCM Tactical Enhanced US ETF
HCMT
+$1.16M

Top Sells

1
+$21.2M
2
+$7.25M
3
+$6.93M
4
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$2.93M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.85M

Sector Composition

1 Technology 3.34%
2 Consumer Discretionary 1.01%
3 Consumer Staples 0.87%
4 Healthcare 0.87%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$5.2T
$1.63M 0.68%
9,346
+2,576
CAT icon
27
Caterpillar
CAT
$427B
$1.58M 0.66%
2,227
-282
IVW icon
28
iShares S&P 500 Growth ETF
IVW
$76.1B
$1.5M 0.63%
13,283
+736
MDY icon
29
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$1.39M 0.58%
2,256
+113
FBND icon
30
Fidelity Total Bond ETF
FBND
$26B
$1.36M 0.57%
29,715
+4,546
MSFT icon
31
Microsoft
MSFT
$3.17T
$1.32M 0.56%
3,578
-1,823
VGT icon
32
Vanguard Information Technology ETF
VGT
$150B
$1.31M 0.55%
15,008
+744
AIRR icon
33
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.6B
$1.26M 0.53%
11,403
-3,195
PG icon
34
Procter & Gamble
PG
$326B
$1.26M 0.53%
8,726
+495
SMH icon
35
VanEck Semiconductor ETF
SMH
$72.1B
$1.22M 0.51%
3,193
-181
SHLD icon
36
Global X Defense Tech ETF
SHLD
$7.48B
$1.17M 0.49%
16,457
-813
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.35T
$1.13M 0.47%
3,936
+1,484
TQQQ icon
38
ProShares UltraPro QQQ
TQQQ
$40.7B
$1.09M 0.46%
26,147
-15,834
SYK icon
39
Stryker
SYK
$113B
$1.09M 0.46%
3,316
+85
JEPI icon
40
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$1.08M 0.45%
19,041
+5,187
FTSM icon
41
First Trust Enhanced Short Maturity ETF
FTSM
$6.41B
$1M 0.42%
16,733
+864
XLE icon
42
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
$970K 0.41%
15,840
+15,508
IBIT icon
43
iShares Bitcoin Trust
IBIT
$51.9B
$955K 0.4%
24,860
+3,920
BITB icon
44
Bitwise Bitcoin ETF
BITB
$2.51B
$955K 0.4%
25,943
+4,094
SPAB icon
45
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.64B
$950K 0.4%
37,093
-281,112
FTGS icon
46
First Trust Growth Strength ETF
FTGS
$1.26B
$942K 0.39%
27,665
-5,490
AVGO icon
47
Broadcom
AVGO
$2.27T
$929K 0.39%
3,002
-27
LMBS icon
48
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.26B
$904K 0.38%
18,139
+980
AMZN icon
49
Amazon
AMZN
$2.69T
$898K 0.38%
4,310
+1,132
XLU icon
50
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$845K 0.35%
18,412
+18,140
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