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
FRT icon
701
Federal Realty Investment Trust
FRT
$9.42B
$1.42K ﹤0.01%
+14
A icon
702
Agilent Technologies
A
$33.6B
$1.41K ﹤0.01%
+11
OGN icon
703
Organon & Co
OGN
$1.8B
$1.38K ﹤0.01%
+129
CHTR icon
704
Charter Communications
CHTR
$29.9B
$1.38K ﹤0.01%
+5
COO icon
705
Cooper Companies
COO
$15.9B
$1.37K ﹤0.01%
+20
AEIS icon
706
Advanced Energy
AEIS
$12.2B
$1.36K ﹤0.01%
+8
SPSC icon
707
SPS Commerce
SPSC
$2.41B
$1.35K ﹤0.01%
+13
CTVA icon
708
Corteva
CTVA
$51.4B
$1.35K ﹤0.01%
20
-275
MNST icon
709
Monster Beverage
MNST
$75.4B
$1.35K ﹤0.01%
+20
DG icon
710
Dollar General
DG
$32B
$1.34K ﹤0.01%
+13
CHE icon
711
Chemed
CHE
$5.63B
$1.34K ﹤0.01%
+3
NI icon
712
NiSource
NI
$22.4B
$1.34K ﹤0.01%
+31
BBAI icon
713
BigBear.ai
BBAI
$1.82B
$1.34K ﹤0.01%
+205
DGX icon
714
Quest Diagnostics
DGX
$22.6B
$1.33K ﹤0.01%
+7
EW icon
715
Edwards Lifesciences
EW
$48.8B
$1.32K ﹤0.01%
+17
MTG icon
716
MGIC Investment
MTG
$5.85B
$1.3K ﹤0.01%
+46
SONY icon
717
Sony
SONY
$128B
$1.3K ﹤0.01%
+45
HSBC icon
718
HSBC
HSBC
$294B
$1.28K ﹤0.01%
+18
UAA icon
719
Under Armour
UAA
$2.85B
$1.27K ﹤0.01%
+255
BIIB icon
720
Biogen
BIIB
$27.4B
$1.26K ﹤0.01%
+9
AMCR icon
721
Amcor
AMCR
$20.5B
$1.24K ﹤0.01%
+30
ICF icon
722
iShares Select U.S. REIT ETF
ICF
$2.07B
$1.23K ﹤0.01%
+20
RDN icon
723
Radian Group
RDN
$4.73B
$1.23K ﹤0.01%
+34
CELH icon
724
Celsius Holdings
CELH
$11.6B
$1.21K ﹤0.01%
+21
HIG icon
725
Hartford Financial Services
HIG
$38.7B
$1.2K ﹤0.01%
+9