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
MNST icon
701
Monster Beverage
MNST
$76.8B
$1.53K ﹤0.01%
20
EVRG icon
702
Evergy
EVRG
$19.4B
$1.52K ﹤0.01%
21
IT icon
703
Gartner
IT
$11.6B
$1.51K ﹤0.01%
6
BKR icon
704
Baker Hughes
BKR
$60.2B
$1.5K ﹤0.01%
33
-1
A icon
705
Agilent Technologies
A
$33.7B
$1.5K ﹤0.01%
11
RELX icon
706
RELX
RELX
$61.5B
$1.5K ﹤0.01%
37
WEX icon
707
WEX
WEX
$5.62B
$1.49K ﹤0.01%
10
SUI icon
708
Sun Communities
SUI
$16.8B
$1.49K ﹤0.01%
12
RACE icon
709
Ferrari
RACE
$64.6B
$1.48K ﹤0.01%
4
LYB icon
710
LyondellBasell Industries
LYB
$19.9B
$1.47K ﹤0.01%
34
+25
EW icon
711
Edwards Lifesciences
EW
$49.5B
$1.45K ﹤0.01%
17
EXC icon
712
Exelon
EXC
$50.1B
$1.44K ﹤0.01%
33
-22
PRIV
713
State Street IG Public & Private Credit ETF
PRIV
$847M
$1.42K ﹤0.01%
56
-40,834
ODFL icon
714
Old Dominion Freight Line
ODFL
$43.3B
$1.41K ﹤0.01%
9
+4
COWZ icon
715
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$1.38K ﹤0.01%
23
-8,413
ARE icon
716
Alexandria Real Estate Equities
ARE
$9.05B
$1.37K ﹤0.01%
28
+22
HPE icon
717
Hewlett Packard
HPE
$28.8B
$1.37K ﹤0.01%
57
-28
LBRDK icon
718
Liberty Broadband Class C
LBRDK
$7.67B
$1.36K ﹤0.01%
28
MTG icon
719
MGIC Investment
MTG
$5.79B
$1.34K ﹤0.01%
46
FND icon
720
Floor & Decor
FND
$7.16B
$1.34K ﹤0.01%
22
DIOD icon
721
Diodes
DIOD
$3.06B
$1.33K ﹤0.01%
27
TFC icon
722
Truist Financial
TFC
$62.2B
$1.33K ﹤0.01%
27
-27
DJT icon
723
Trump Media & Technology Group
DJT
$3.03B
$1.32K ﹤0.01%
+100
AFL icon
724
Aflac
AFL
$58.3B
$1.32K ﹤0.01%
12
-11
HRB icon
725
H&R Block
HRB
$3.99B
$1.31K ﹤0.01%
30
27 28
29
30 31