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 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KNG icon
626
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.44B
$2.46K ﹤0.01%
50
-8,641
CDW icon
627
CDW
CDW
$17.5B
$2.45K ﹤0.01%
18
+5
STT icon
628
State Street
STT
$41.6B
$2.45K ﹤0.01%
19
PTC icon
629
PTC
PTC
$16.7B
$2.44K ﹤0.01%
14
-2
ELAN icon
630
Elanco Animal Health
ELAN
$11.8B
$2.42K ﹤0.01%
107
SPG icon
631
Simon Property Group
SPG
$67.4B
$2.41K ﹤0.01%
13
CRH icon
632
CRH
CRH
$79.2B
$2.37K ﹤0.01%
19
-571
SAN icon
633
Banco Santander
SAN
$183B
$2.33K ﹤0.01%
199
BAMB icon
634
Brookstone Intermediate Bond ETF
BAMB
$62.3M
$2.32K ﹤0.01%
+88
IEX icon
635
IDEX
IEX
$15.3B
$2.31K ﹤0.01%
13
MRVL icon
636
Marvell Technology
MRVL
$129B
$2.29K ﹤0.01%
27
DD icon
637
DuPont de Nemours
DD
$19.3B
$2.29K ﹤0.01%
57
-79
SAIA icon
638
Saia
SAIA
$11.9B
$2.29K ﹤0.01%
7
NUE icon
639
Nucor
NUE
$46.1B
$2.28K ﹤0.01%
14
VLO icon
640
Valero Energy
VLO
$67.6B
$2.28K ﹤0.01%
14
+5
ING icon
641
ING
ING
$83.1B
$2.27K ﹤0.01%
81
BAMU icon
642
Brookstone Ultra-Short Bond ETF
BAMU
$70.3M
$2.26K ﹤0.01%
+90
IUSV icon
643
iShares Core S&P US Value ETF
IUSV
$25.3B
$2.26K ﹤0.01%
22
NCLH icon
644
Norwegian Cruise Line
NCLH
$9.23B
$2.23K ﹤0.01%
100
-19
HUBB icon
645
Hubbell
HUBB
$29B
$2.22K ﹤0.01%
5
+3
L icon
646
Loews
L
$22.9B
$2.21K ﹤0.01%
21
+20
RF icon
647
Regions Financial
RF
$24.2B
$2.17K ﹤0.01%
80
+65
TGTX icon
648
TG Therapeutics
TGTX
$5.9B
$2.15K ﹤0.01%
+72
CVNA icon
649
Carvana
CVNA
$57.5B
$2.11K ﹤0.01%
5
TREX icon
650
Trex
TREX
$4.52B
$2.1K ﹤0.01%
+60
24 25
26
27 28