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
$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 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
526
Roper Technologies
ROP
$33.5B
$4.45K ﹤0.01%
10
+4
CR icon
527
Crane Co
CR
$10.7B
$4.43K ﹤0.01%
24
MUB icon
528
iShares National Muni Bond ETF
MUB
$44.8B
$4.39K ﹤0.01%
41
-6
BRO icon
529
Brown & Brown
BRO
$18.7B
$4.38K ﹤0.01%
55
-6
RMD icon
530
ResMed
RMD
$28.2B
$4.34K ﹤0.01%
18
+2
UDR icon
531
UDR
UDR
$12.2B
$4.33K ﹤0.01%
+118
TTE icon
532
TotalEnergies
TTE
$200B
$4.25K ﹤0.01%
65
PLD icon
533
Prologis
PLD
$132B
$4.21K ﹤0.01%
33
WBD icon
534
Warner Bros
WBD
$67.7B
$4.21K ﹤0.01%
146
-61
F icon
535
Ford
F
$61.1B
$4.2K ﹤0.01%
320
-53
GGG icon
536
Graco
GGG
$12.3B
$4.18K ﹤0.01%
51
MBLY icon
537
Mobileye
MBLY
$8.88B
$4.18K ﹤0.01%
400
CME icon
538
CME Group
CME
$92.5B
$4.1K ﹤0.01%
15
+2
WELL icon
539
Welltower
WELL
$141B
$4.08K ﹤0.01%
22
+7
IDXX icon
540
Idexx Laboratories
IDXX
$44.2B
$4.06K ﹤0.01%
6
HEI.A icon
541
HEICO Corp Class A
HEI.A
$33.8B
$4.04K ﹤0.01%
16
GWW icon
542
W.W. Grainger
GWW
$60.6B
$4.04K ﹤0.01%
4
+1
MTB icon
543
M&T Bank
MTB
$31.3B
$4.03K ﹤0.01%
20
-3
BTI icon
544
British American Tobacco
BTI
$125B
$3.96K ﹤0.01%
70
-100
NU icon
545
Nu Holdings
NU
$58.9B
$3.95K ﹤0.01%
236
XPO icon
546
XPO
XPO
$25.7B
$3.94K ﹤0.01%
29
HSBC icon
547
HSBC
HSBC
$318B
$3.93K ﹤0.01%
50
+32
VRSN icon
548
VeriSign
VRSN
$27B
$3.89K ﹤0.01%
16
+15
VST icon
549
Vistra
VST
$51.8B
$3.87K ﹤0.01%
24
+18
TTWO icon
550
Take-Two Interactive
TTWO
$40.2B
$3.84K ﹤0.01%
15
-3
20 21
22
23 24