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 Buys

1
+$19M
2
+$3.3M
3
+$3.25M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.16M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$3.09M

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
WELL icon
601
Welltower
WELL
$143B
$2.67K ﹤0.01%
+15
HOLX icon
602
Hologic
HOLX
$16.9B
$2.63K ﹤0.01%
+39
TRP icon
603
TC Energy
TRP
$66.4B
$2.61K ﹤0.01%
+48
HUM icon
604
Humana
HUM
$21.8B
$2.6K ﹤0.01%
+10
PAAS icon
605
Pan American Silver
PAAS
$25.3B
$2.6K ﹤0.01%
+67
SOUN icon
606
SoundHound AI
SOUN
$3.47B
$2.59K ﹤0.01%
+161
AFL icon
607
Aflac
AFL
$57.6B
$2.57K ﹤0.01%
+23
MET icon
608
MetLife
MET
$47.6B
$2.55K ﹤0.01%
+31
RYAAY icon
609
Ryanair
RYAAY
$32.4B
$2.53K ﹤0.01%
+42
QLYS icon
610
Qualys
QLYS
$3.55B
$2.51K ﹤0.01%
+19
EXC icon
611
Exelon
EXC
$49.9B
$2.48K ﹤0.01%
+55
TFC icon
612
Truist Financial
TFC
$61.2B
$2.47K ﹤0.01%
+54
MTD icon
613
Mettler-Toledo International
MTD
$25.6B
$2.46K ﹤0.01%
+2
AME icon
614
Ametek
AME
$51.9B
$2.44K ﹤0.01%
+13
SPG icon
615
Simon Property Group
SPG
$65.4B
$2.44K ﹤0.01%
+13
IHG icon
616
InterContinental Hotels
IHG
$20.1B
$2.42K ﹤0.01%
+20
RING icon
617
iShares MSCI Global Gold Miners ETF
RING
$3.6B
$2.39K ﹤0.01%
+37
IWS icon
618
iShares Russell Mid-Cap Value ETF
IWS
$14.9B
$2.37K ﹤0.01%
+17
CNQ icon
619
Canadian Natural Resources
CNQ
$94.4B
$2.37K ﹤0.01%
+74
BLD icon
620
TopBuild
BLD
$11.5B
$2.35K ﹤0.01%
+6
BAI
621
iShares A.I. Innovation and Tech Active ETF
BAI
$8.69B
$2.29K ﹤0.01%
+67
BAM icon
622
Brookfield Asset Management
BAM
$76.2B
$2.28K ﹤0.01%
+40
MRVL icon
623
Marvell Technology
MRVL
$66.1B
$2.27K ﹤0.01%
+27
UPS icon
624
United Parcel Service
UPS
$88.4B
$2.25K ﹤0.01%
+27
WPM icon
625
Wheaton Precious Metals
WPM
$67.1B
$2.24K ﹤0.01%
+20
23 24
25
26 27