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
$243M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Sells

1 +$4.05M
2 +$2.52M
3 +$1.24M
4
COST icon
Costco
COST
+$885K
5
NVDA icon
NVIDIA
NVDA
+$681K

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
WST icon
576
West Pharmaceutical
WST
$22B
$3.15K ﹤0.01%
+12
CHH icon
577
Choice Hotels
CHH
$5.51B
$3.1K ﹤0.01%
+29
KRC icon
578
Kilroy Realty
KRC
$3.69B
$3.08K ﹤0.01%
+73
INOD icon
579
Innodata
INOD
$1.38B
$3.08K ﹤0.01%
+40
BX icon
580
Blackstone
BX
$94.6B
$3.08K ﹤0.01%
+18
ZM icon
581
Zoom
ZM
$26.8B
$3.05K ﹤0.01%
+37
PH icon
582
Parker-Hannifin
PH
$123B
$3.03K ﹤0.01%
+4
FWONK icon
583
Liberty Media Series C
FWONK
$22B
$3.03K ﹤0.01%
+29
IVT icon
584
InvenTrust Properties
IVT
$2.54B
$3K ﹤0.01%
+105
ROP icon
585
Roper Technologies
ROP
$36.4B
$2.99K ﹤0.01%
+6
NCLH icon
586
Norwegian Cruise Line
NCLH
$8.39B
$2.93K ﹤0.01%
+119
CFR icon
587
Cullen/Frost Bankers
CFR
$9.03B
$2.92K ﹤0.01%
+23
GWW icon
588
W.W. Grainger
GWW
$54.4B
$2.86K ﹤0.01%
+3
ADM icon
589
Archer Daniels Midland
ADM
$33.3B
$2.81K ﹤0.01%
+47
HSY icon
590
Hershey
HSY
$39B
$2.81K ﹤0.01%
+15
CCEP icon
591
Coca-Cola Europacific Partners
CCEP
$43.5B
$2.8K ﹤0.01%
+31
GAP
592
The Gap Inc
GAP
$9.12B
$2.8K ﹤0.01%
+131
G icon
593
Genpact
G
$5.76B
$2.77K ﹤0.01%
+66
NVO icon
594
Novo Nordisk
NVO
$180B
$2.72K ﹤0.01%
+49
FCX icon
595
Freeport-McMoran
FCX
$88.4B
$2.71K ﹤0.01%
+69
IWP icon
596
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$2.71K ﹤0.01%
+19
RIOT icon
597
Riot Platforms
RIOT
$6.98B
$2.7K ﹤0.01%
+142
NTR icon
598
Nutrien
NTR
$34.2B
$2.7K ﹤0.01%
+46
DXJ icon
599
WisdomTree Japan Hedged Equity Fund
DXJ
$6.07B
$2.69K ﹤0.01%
+21
JLL icon
600
Jones Lang LaSalle
JLL
$15.8B
$2.69K ﹤0.01%
+9