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 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRE icon
676
Sempra
SRE
$62.2B
$1.77K ﹤0.01%
20
CPT icon
677
Camden Property Trust
CPT
$11.2B
$1.76K ﹤0.01%
+16
FDS icon
678
Factset
FDS
$8.27B
$1.74K ﹤0.01%
6
-1
AOS icon
679
A.O. Smith
AOS
$10.5B
$1.74K ﹤0.01%
26
+16
EFX icon
680
Equifax
EFX
$24.8B
$1.74K ﹤0.01%
8
+4
DHI icon
681
D.R. Horton
DHI
$44.2B
$1.73K ﹤0.01%
12
+2
ADM icon
682
Archer Daniels Midland
ADM
$32.7B
$1.73K ﹤0.01%
30
-17
BFAM icon
683
Bright Horizons
BFAM
$4.24B
$1.72K ﹤0.01%
17
FICO icon
684
Fair Isaac
FICO
$34.4B
$1.69K ﹤0.01%
1
BAH icon
685
Booz Allen Hamilton
BAH
$9.55B
$1.69K ﹤0.01%
20
PEG icon
686
Public Service Enterprise Group
PEG
$41.9B
$1.69K ﹤0.01%
21
+8
AEIS icon
687
Advanced Energy
AEIS
$12.2B
$1.68K ﹤0.01%
8
ETSY icon
688
Etsy
ETSY
$5.49B
$1.66K ﹤0.01%
+30
DOW icon
689
Dow Inc
DOW
$23.2B
$1.66K ﹤0.01%
71
OMFL icon
690
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.42B
$1.65K ﹤0.01%
+27
OKTA icon
691
Okta
OKTA
$12.7B
$1.64K ﹤0.01%
+19
IMO icon
692
Imperial Oil
IMO
$57.7B
$1.64K ﹤0.01%
19
EA icon
693
Electronic Arts
EA
$50.4B
$1.64K ﹤0.01%
8
+3
AIG icon
694
American International
AIG
$42B
$1.63K ﹤0.01%
19
-49
POOL icon
695
Pool Corp
POOL
$8.21B
$1.6K ﹤0.01%
7
PAYC icon
696
Paycom
PAYC
$7.01B
$1.59K ﹤0.01%
10
+2
BIIB icon
697
Biogen
BIIB
$27B
$1.58K ﹤0.01%
9
TRMB icon
698
Trimble
TRMB
$16.5B
$1.57K ﹤0.01%
20
+18
PVH icon
699
PVH
PVH
$3.05B
$1.54K ﹤0.01%
23
FOXA icon
700
Fox Class A
FOXA
$24.9B
$1.53K ﹤0.01%
+21
26 27
28
29 30