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
RDVY icon
51
First Trust Rising Dividend Achievers ETF
RDVY
$20.6B
$900K 0.33%
12,956
+5,216
AFLG icon
52
First Trust Active Factor Large Cap ETF
AFLG
$484M
$899K 0.33%
23,002
+9,860
TDIV icon
53
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.73B
$891K 0.33%
9,196
+4,987
LMBS icon
54
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.98B
$858K 0.32%
17,159
+687
JEPI icon
55
JPMorgan Equity Premium Income ETF
JEPI
$44.4B
$793K 0.29%
+13,854
LQTI
56
FT Vest Investment Grade & Target Income ETF
LQTI
$264M
$788K 0.29%
+39,170
GOOGL icon
57
Alphabet (Google) Class A
GOOGL
$3.67T
$767K 0.28%
2,452
+593
AMZN icon
58
Amazon
AMZN
$2.33T
$734K 0.27%
3,178
+214
SSO icon
59
ProShares Ultra S&P500
SSO
$6.78B
$653K 0.24%
11,268
+652
GRID icon
60
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.77B
$629K 0.23%
+4,108
EMLP icon
61
First Trust North American Energy Infrastructure Fund
EMLP
$3.96B
$623K 0.23%
+16,449
SOXY
62
YieldMax Target 12 Semiconductor Option Income ETF
SOXY
$27.8M
$598K 0.22%
10,065
+8,635
IVV icon
63
iShares Core S&P 500 ETF
IVV
$751B
$584K 0.22%
852
-31
FTSL icon
64
First Trust Senior Loan Fund ETF
FTSL
$2.23B
$572K 0.21%
12,478
+1,456
JPM icon
65
JPMorgan Chase
JPM
$806B
$528K 0.2%
1,638
+529
MCD icon
66
McDonald's
MCD
$236B
$510K 0.19%
1,669
-13
CVS icon
67
CVS Health
CVS
$103B
$499K 0.19%
6,289
+1,487
BUFQ icon
68
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.2B
$498K 0.18%
13,883
-2,106
HYLS icon
69
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.8B
$466K 0.17%
11,131
+2,536
META icon
70
Meta Platforms (Facebook)
META
$1.69T
$457K 0.17%
693
+276
TSLA icon
71
Tesla
TSLA
$1.52T
$434K 0.16%
964
+674
LLY icon
72
Eli Lilly
LLY
$898B
$421K 0.16%
392
+148
SPYT icon
73
Defiance S&P 500 Income Target ETF
SPYT
$143M
$389K 0.14%
22,255
+4,167
CLOI icon
74
VanEck CLO ETF
CLOI
$1.36B
$362K 0.13%
6,861
+1,377
SDTY
75
YieldMax S&P 500 0DTE Covered Call Strategy ETF
SDTY
$22.2M
$357K 0.13%
8,037
+6,435
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3
4 5