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
RAVI icon
501
FlexShares Ultra-Short Income Fund
RAVI
$1.41B
$5.28K ﹤0.01%
+70
PH icon
502
Parker-Hannifin
PH
$121B
$5.27K ﹤0.01%
6
+2
D icon
503
Dominion Energy
D
$54.9B
$5.21K ﹤0.01%
89
+25
FISV
504
Fiserv Inc
FISV
$34.1B
$5.17K ﹤0.01%
77
+24
DLTR icon
505
Dollar Tree
DLTR
$22.9B
$5.17K ﹤0.01%
42
RGTI icon
506
Rigetti Computing
RGTI
$5.42B
$5.16K ﹤0.01%
+233
USB icon
507
US Bancorp
USB
$83.1B
$4.96K ﹤0.01%
93
-32
CHD icon
508
Church & Dwight Co
CHD
$23.6B
$4.95K ﹤0.01%
59
+21
ETHW
509
Bitwise Ethereum ETF
ETHW
$239M
$4.93K ﹤0.01%
232
-6,222
DELL icon
510
Dell
DELL
$95.1B
$4.91K ﹤0.01%
39
+4
URI icon
511
United Rentals
URI
$52.8B
$4.86K ﹤0.01%
6
ETH
512
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.67B
$4.85K ﹤0.01%
173
-129
KEYS icon
513
Keysight
KEYS
$48.6B
$4.67K ﹤0.01%
23
-4
FIX icon
514
Comfort Systems
FIX
$46.7B
$4.67K ﹤0.01%
5
+4
GEN icon
515
Gen Digital
GEN
$13.7B
$4.65K ﹤0.01%
171
+47
APO icon
516
Apollo Global Management
APO
$64.3B
$4.63K ﹤0.01%
32
+8
SAP icon
517
SAP
SAP
$232B
$4.62K ﹤0.01%
19
PCG icon
518
PG&E
PCG
$39.7B
$4.61K ﹤0.01%
287
HDB icon
519
HDFC Bank
HDB
$156B
$4.6K ﹤0.01%
126
TLTE icon
520
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$319M
$4.6K ﹤0.01%
+72
SOLV icon
521
Solventum
SOLV
$12.2B
$4.6K ﹤0.01%
58
-6
LULU icon
522
lululemon athletica
LULU
$20B
$4.57K ﹤0.01%
22
+16
NUSC icon
523
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$4.55K ﹤0.01%
102
EBAY icon
524
eBay
EBAY
$40.9B
$4.53K ﹤0.01%
52
BPOP icon
525
Popular Inc
BPOP
$8.76B
$4.48K ﹤0.01%
36
+23
19 20
21
22 23