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 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
OXY icon
551
Occidental Petroleum
OXY
$41.8B
$3.73K ﹤0.01%
+79
ARES icon
552
Ares Management
ARES
$35.7B
$3.68K ﹤0.01%
+23
THRO
553
iShares U.S. Thematic Rotation Active ETF
THRO
$6.91B
$3.63K ﹤0.01%
+96
IHI icon
554
iShares US Medical Devices ETF
IHI
$4.26B
$3.6K ﹤0.01%
+60
FCNCA icon
555
First Citizens BancShares
FCNCA
$24.1B
$3.58K ﹤0.01%
+2
ECL icon
556
Ecolab
ECL
$74.9B
$3.56K ﹤0.01%
+13
VICI icon
557
VICI Properties
VICI
$30.2B
$3.55K ﹤0.01%
+109
IYW icon
558
iShares US Technology ETF
IYW
$21.2B
$3.52K ﹤0.01%
+18
GEN icon
559
Gen Digital
GEN
$16.8B
$3.52K ﹤0.01%
+124
CME icon
560
CME Group
CME
$98.9B
$3.51K ﹤0.01%
+13
AMT icon
561
American Tower
AMT
$82.5B
$3.46K ﹤0.01%
+18
GEHC icon
562
GE HealthCare
GEHC
$38.1B
$3.38K ﹤0.01%
+45
REGN icon
563
Regeneron Pharmaceuticals
REGN
$76.1B
$3.37K ﹤0.01%
+6
EVR icon
564
Evercore
EVR
$12.7B
$3.37K ﹤0.01%
+10
AEM icon
565
Agnico Eagle Mines
AEM
$84.9B
$3.37K ﹤0.01%
+20
USFD icon
566
US Foods
USFD
$16.9B
$3.37K ﹤0.01%
+44
PPG icon
567
PPG Industries
PPG
$22.7B
$3.36K ﹤0.01%
+32
WMB icon
568
Williams Companies
WMB
$75.2B
$3.36K ﹤0.01%
+53
CHD icon
569
Church & Dwight Co
CHD
$20.1B
$3.33K ﹤0.01%
+38
WRB icon
570
W.R. Berkley
WRB
$27.2B
$3.29K ﹤0.01%
+43
TEL icon
571
TE Connectivity
TEL
$67.9B
$3.29K ﹤0.01%
+15
CSL icon
572
Carlisle Companies
CSL
$13.4B
$3.29K ﹤0.01%
+10
ULTA icon
573
Ulta Beauty
ULTA
$24.4B
$3.28K ﹤0.01%
+6
PTC icon
574
PTC
PTC
$21.2B
$3.25K ﹤0.01%
+16
APO icon
575
Apollo Global Management
APO
$78.1B
$3.2K ﹤0.01%
+24