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
CCI icon
626
Crown Castle
CCI
$38.5B
$2.22K ﹤0.01%
23
-70
STT icon
627
State Street
STT
$33.8B
$2.2K ﹤0.01%
+19
TER icon
628
Teradyne
TER
$30.6B
$2.2K ﹤0.01%
+16
ABG icon
629
Asbury Automotive
ABG
$4.59B
$2.2K ﹤0.01%
+9
IUSV icon
630
iShares Core S&P US Value ETF
IUSV
$24B
$2.2K ﹤0.01%
+22
POOL icon
631
Pool Corp
POOL
$9.16B
$2.17K ﹤0.01%
+7
DOV icon
632
Dover
DOV
$26.1B
$2.17K ﹤0.01%
+13
EPI icon
633
WisdomTree India Earnings Fund ETF
EPI
$2.78B
$2.17K ﹤0.01%
+49
DPZ icon
634
Domino's
DPZ
$14.6B
$2.16K ﹤0.01%
+5
FGD icon
635
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$993M
$2.16K ﹤0.01%
+75
ELAN icon
636
Elanco Animal Health
ELAN
$11B
$2.15K ﹤0.01%
+107
CF icon
637
CF Industries
CF
$12.4B
$2.15K ﹤0.01%
+24
AMG icon
638
Affiliated Managers Group
AMG
$7.64B
$2.15K ﹤0.01%
+9
DOC icon
639
Healthpeak Properties
DOC
$12B
$2.15K ﹤0.01%
+112
IUSG icon
640
iShares Core S&P US Growth ETF
IUSG
$26.2B
$2.14K ﹤0.01%
+13
UMBF icon
641
UMB Financial
UMBF
$8.73B
$2.13K ﹤0.01%
+18
AVB icon
642
AvalonBay Communities
AVB
$25.7B
$2.13K ﹤0.01%
+11
IEX icon
643
IDEX
IEX
$13.3B
$2.12K ﹤0.01%
+13
ING icon
644
ING
ING
$76.5B
$2.11K ﹤0.01%
+81
NSC icon
645
Norfolk Southern
NSC
$66B
$2.1K ﹤0.01%
+7
SAIA icon
646
Saia
SAIA
$8.69B
$2.1K ﹤0.01%
+7
JCI icon
647
Johnson Controls International
JCI
$69.8B
$2.09K ﹤0.01%
+19
HPE icon
648
Hewlett Packard
HPE
$29.4B
$2.09K ﹤0.01%
+85
SAN icon
649
Banco Santander
SAN
$161B
$2.09K ﹤0.01%
+199
CDW icon
650
CDW
CDW
$18.7B
$2.07K ﹤0.01%
+13