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
HYGV icon
576
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.14B
$3.22K ﹤0.01%
+79
CSL icon
577
Carlisle Companies
CSL
$15.5B
$3.2K ﹤0.01%
10
ZM icon
578
Zoom
ZM
$23.1B
$3.19K ﹤0.01%
37
STZ icon
579
Constellation Brands
STZ
$26B
$3.17K ﹤0.01%
23
+20
NFRA icon
580
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.07B
$3.15K ﹤0.01%
+52
JCI icon
581
Johnson Controls International
JCI
$83.2B
$3.11K ﹤0.01%
26
+7
TER icon
582
Teradyne
TER
$47.6B
$3.1K ﹤0.01%
16
G icon
583
Genpact
G
$7B
$3.09K ﹤0.01%
66
UPS icon
584
United Parcel Service
UPS
$90.2B
$3.08K ﹤0.01%
31
+4
HUM icon
585
Humana
HUM
$21.6B
$3.07K ﹤0.01%
12
+2
AFRM icon
586
Affirm
AFRM
$17.1B
$3.05K ﹤0.01%
+41
CSX icon
587
CSX Corp
CSX
$76.6B
$3.04K ﹤0.01%
84
+44
RYAAY icon
588
Ryanair
RYAAY
$32.8B
$3.03K ﹤0.01%
42
JLL icon
589
Jones Lang LaSalle
JLL
$14.6B
$3.03K ﹤0.01%
9
WST icon
590
West Pharmaceutical
WST
$17.7B
$3.03K ﹤0.01%
11
-1
ABNB icon
591
Airbnb
ABNB
$80.8B
$2.99K ﹤0.01%
22
-10
BABA icon
592
Alibaba
BABA
$309B
$2.93K ﹤0.01%
+20
GM icon
593
General Motors
GM
$68.8B
$2.93K ﹤0.01%
36
-45
CFR icon
594
Cullen/Frost Bankers
CFR
$8.66B
$2.91K ﹤0.01%
23
HOLX icon
595
Hologic
HOLX
$16.9B
$2.9K ﹤0.01%
39
NRG icon
596
NRG Energy
NRG
$34.5B
$2.87K ﹤0.01%
18
+14
FWONK icon
597
Liberty Media Series C
FWONK
$21.4B
$2.86K ﹤0.01%
29
SGI
598
Somnigroup International
SGI
$17.7B
$2.86K ﹤0.01%
+32
NTR icon
599
Nutrien
NTR
$35.6B
$2.84K ﹤0.01%
46
CRS icon
600
Carpenter Technology
CRS
$19.6B
$2.83K ﹤0.01%
+9
22 23
24
25 26