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
$173M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.41M
3
+$2.86M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.48M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.42M

Top Sells

1
+$1.73M
2
+$947K
3
+$394K
4
ILDR icon
First Trust Innovation Leaders ETF
ILDR
+$351K
5
USD icon
ProShares Ultra Semiconductors
USD
+$333K

Sector Composition

1 Technology 3.42%
2 Healthcare 1.53%
3 Consumer Staples 1.43%
4 Consumer Discretionary 1.42%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
26
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$1.12M 0.65%
1,981
+87
FBND icon
27
Fidelity Total Bond ETF
FBND
$20.9B
$1.05M 0.61%
22,885
+1,131
FTSM icon
28
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
$1.03M 0.59%
17,166
-1,313
BITB icon
29
Bitwise Bitcoin ETF
BITB
$3.76B
$1.03M 0.59%
17,541
+2,644
CAT icon
30
Caterpillar
CAT
$259B
$1.02M 0.59%
3,837
+145
LMBS icon
31
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$900K 0.52%
18,271
-925
IBIT icon
32
iShares Bitcoin Trust
IBIT
$74.9B
$886K 0.51%
14,471
+194
PLTM icon
33
GraniteShares Platinum Shares
PLTM
$112M
$879K 0.51%
67,651
+48,565
FTGS icon
34
First Trust Growth Strength ETF
FTGS
$1.25B
$870K 0.5%
25,457
+2,965
COST icon
35
Costco
COST
$410B
$840K 0.49%
1,009
+471
SGOL icon
36
abrdn Physical Gold Shares ETF
SGOL
$6.74B
$781K 0.45%
+24,774
NVDA icon
37
NVIDIA
NVDA
$4.55T
$741K 0.43%
9,004
+4,662
SPY icon
38
SPDR S&P 500 ETF Trust
SPY
$667B
$701K 0.41%
1,377
+405
IVV icon
39
iShares Core S&P 500 ETF
IVV
$667B
$682K 0.39%
1,098
+16
AFLG icon
40
First Trust Active Factor Large Cap ETF
AFLG
$419M
$654K 0.38%
18,011
+2,551
RDVY icon
41
First Trust Rising Dividend Achievers ETF
RDVY
$17.1B
$645K 0.37%
10,284
+1,215
IAU icon
42
iShares Gold Trust
IAU
$63.3B
$643K 0.37%
+10,313
COWZ icon
43
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
$628K 0.36%
11,391
+1,915
FTCS icon
44
First Trust Capital Strength ETF
FTCS
$8.35B
$623K 0.36%
6,856
+852
YMAX icon
45
YieldMax Universe Fund of Option Income ETFs
YMAX
$896M
$605K 0.35%
43,992
-5,747
CSGP icon
46
CoStar Group
CSGP
$29B
$602K 0.35%
+16
CTVA icon
47
Corteva
CTVA
$44.7B
$593K 0.34%
+295
AMZN icon
48
Amazon
AMZN
$2.54T
$585K 0.34%
4,975
+3,539
FTSL icon
49
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$568K 0.33%
12,383
-272
FVD icon
50
First Trust Value Line Dividend Fund
FVD
$9.04B
$561K 0.32%
12,552
+1,623
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