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 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
XEL icon
676
Xcel Energy
XEL
$48.5B
$1.69K ﹤0.01%
+21
AWK icon
677
American Water Works
AWK
$26.4B
$1.67K ﹤0.01%
+12
PAYC icon
678
Paycom
PAYC
$7.27B
$1.67K ﹤0.01%
+8
BKR icon
679
Baker Hughes
BKR
$59.8B
$1.66K ﹤0.01%
+34
BPOP icon
680
Popular Inc
BPOP
$8.86B
$1.65K ﹤0.01%
+13
BKU icon
681
Bankunited
BKU
$3.45B
$1.64K ﹤0.01%
+43
SWK icon
682
Stanley Black & Decker
SWK
$12.3B
$1.64K ﹤0.01%
+22
DOW icon
683
Dow Inc
DOW
$24.6B
$1.63K ﹤0.01%
+71
ALB icon
684
Albemarle
ALB
$19.6B
$1.62K ﹤0.01%
+20
FND icon
685
Floor & Decor
FND
$6.81B
$1.62K ﹤0.01%
+22
ELV icon
686
Elevance Health
ELV
$63.9B
$1.62K ﹤0.01%
+5
EVRG icon
687
Evergy
EVRG
$19.1B
$1.6K ﹤0.01%
+21
IT icon
688
Gartner
IT
$12.1B
$1.58K ﹤0.01%
+6
WEX icon
689
WEX
WEX
$5.66B
$1.57K ﹤0.01%
+10
SMFG icon
690
Sumitomo Mitsui Financial
SMFG
$129B
$1.57K ﹤0.01%
+94
CRL icon
691
Charles River Laboratories
CRL
$8.85B
$1.56K ﹤0.01%
+10
SUI icon
692
Sun Communities
SUI
$16.8B
$1.55K ﹤0.01%
+12
VLO icon
693
Valero Energy
VLO
$70.2B
$1.53K ﹤0.01%
+9
HRB icon
694
H&R Block
HRB
$4B
$1.52K ﹤0.01%
+30
FICO icon
695
Fair Isaac
FICO
$35B
$1.5K ﹤0.01%
+1
BBVA icon
696
Banco Bilbao Vizcaya Argentaria
BBVA
$123B
$1.46K ﹤0.01%
+76
DIOD icon
697
Diodes
DIOD
$3B
$1.44K ﹤0.01%
+27
AXON icon
698
Axon Enterprise
AXON
$45.9B
$1.44K ﹤0.01%
+2
CINF icon
699
Cincinnati Financial
CINF
$26B
$1.42K ﹤0.01%
+9
CSX icon
700
CSX Corp
CSX
$76.6B
$1.42K ﹤0.01%
+40