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
WELL icon
601
Welltower
WELL
$139B
$2.67K ﹤0.01%
+15
HOLX icon
602
Hologic
HOLX
$16.7B
$2.63K ﹤0.01%
+39
TRP icon
603
TC Energy
TRP
$55.9B
$2.61K ﹤0.01%
+48
HUM icon
604
Humana
HUM
$30.9B
$2.6K ﹤0.01%
+10
PAAS icon
605
Pan American Silver
PAAS
$18.8B
$2.6K ﹤0.01%
+67
SOUN icon
606
SoundHound AI
SOUN
$4.95B
$2.59K ﹤0.01%
+161
AFL icon
607
Aflac
AFL
$57.1B
$2.57K ﹤0.01%
+23
MET icon
608
MetLife
MET
$51.1B
$2.55K ﹤0.01%
+31
RYAAY icon
609
Ryanair
RYAAY
$34.5B
$2.53K ﹤0.01%
+42
QLYS icon
610
Qualys
QLYS
$5.35B
$2.51K ﹤0.01%
+19
EXC icon
611
Exelon
EXC
$44.9B
$2.48K ﹤0.01%
+55
TFC icon
612
Truist Financial
TFC
$60.7B
$2.47K ﹤0.01%
+54
MTD icon
613
Mettler-Toledo International
MTD
$29.3B
$2.46K ﹤0.01%
+2
AME icon
614
Ametek
AME
$45.9B
$2.44K ﹤0.01%
+13
SPG icon
615
Simon Property Group
SPG
$59.5B
$2.44K ﹤0.01%
+13
IHG icon
616
InterContinental Hotels
IHG
$20.7B
$2.42K ﹤0.01%
+20
RING icon
617
iShares MSCI Global Gold Miners ETF
RING
$2.69B
$2.39K ﹤0.01%
+37
IWS icon
618
iShares Russell Mid-Cap Value ETF
IWS
$14B
$2.37K ﹤0.01%
+17
CNQ icon
619
Canadian Natural Resources
CNQ
$71.1B
$2.37K ﹤0.01%
+74
BLD icon
620
TopBuild
BLD
$12.6B
$2.35K ﹤0.01%
+6
BAI
621
iShares A.I. Innovation and Tech Active ETF
BAI
$7.94B
$2.29K ﹤0.01%
+67
BAM icon
622
Brookfield Asset Management
BAM
$85.5B
$2.28K ﹤0.01%
+40
MRVL icon
623
Marvell Technology
MRVL
$86.4B
$2.27K ﹤0.01%
+27
UPS icon
624
United Parcel Service
UPS
$83.3B
$2.25K ﹤0.01%
+27
WPM icon
625
Wheaton Precious Metals
WPM
$49B
$2.24K ﹤0.01%
+20