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 Buys

1
+$19.7M
2
+$3.46M
3
+$3.37M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$3.1M

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
MUB icon
501
iShares National Muni Bond ETF
MUB
$42.1B
$5K ﹤0.01%
+47
DELL icon
502
Dell
DELL
$79.9B
$4.96K ﹤0.01%
+35
GM icon
503
General Motors
GM
$75.4B
$4.94K ﹤0.01%
+81
NWE icon
504
NorthWestern Energy
NWE
$4.22B
$4.92K ﹤0.01%
+84
JKHY icon
505
Jack Henry & Associates
JKHY
$13.8B
$4.92K ﹤0.01%
+33
AMP icon
506
Ameriprise Financial
AMP
$47.3B
$4.91K ﹤0.01%
+10
CRWD icon
507
CrowdStrike
CRWD
$114B
$4.9K ﹤0.01%
10
-62
EBAY icon
508
eBay
EBAY
$42B
$4.73K ﹤0.01%
+52
UAL icon
509
United Airlines
UAL
$36.7B
$4.73K ﹤0.01%
+49
KEYS icon
510
Keysight
KEYS
$36.8B
$4.72K ﹤0.01%
+27
SOLV icon
511
Solventum
SOLV
$13.8B
$4.67K ﹤0.01%
+64
TTWO icon
512
Take-Two Interactive
TTWO
$44.4B
$4.65K ﹤0.01%
+18
PSTG icon
513
Pure Storage
PSTG
$24.1B
$4.61K ﹤0.01%
+55
CBRE icon
514
CBRE Group
CBRE
$51.1B
$4.57K ﹤0.01%
+29
MTB icon
515
M&T Bank
MTB
$32.6B
$4.54K ﹤0.01%
+23
NUSC icon
516
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$4.5K ﹤0.01%
+102
CL icon
517
Colgate-Palmolive
CL
$68.1B
$4.48K ﹤0.01%
+56
F icon
518
Ford
F
$54.2B
$4.46K ﹤0.01%
+373
DD icon
519
DuPont de Nemours
DD
$18B
$4.44K ﹤0.01%
+136
CLX icon
520
Clorox
CLX
$13.4B
$4.44K ﹤0.01%
+36
HOOD icon
521
Robinhood
HOOD
$97.8B
$4.44K ﹤0.01%
+31
CR icon
522
Crane Co
CR
$11.9B
$4.42K ﹤0.01%
+24
MLM icon
523
Martin Marietta Materials
MLM
$39.3B
$4.41K ﹤0.01%
+7
IJJ icon
524
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.41B
$4.41K ﹤0.01%
+34
RMD icon
525
ResMed
RMD
$37.6B
$4.38K ﹤0.01%
+16
19 20
21
22 23