WWA

Wealth Watch Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$993K
3
+$665K
4
AFLG icon
First Trust Active Factor Large Cap ETF
AFLG
+$521K
5
INTU icon
Intuit
INTU
+$443K

Top Sells

1
+$6.35M
2
+$5.44M
3
+$2.71M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.55M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.45M

Sector Composition

1 Technology 3.19%
2 Consumer Staples 1.57%
3 Healthcare 1.43%
4 Industrials 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.24%
+5,693
52
$296K 0.24%
6,660
+312
53
$293K 0.24%
1,397
+168
54
$283K 0.23%
5,687
-1,659
55
$274K 0.22%
2,088
-28
56
$273K 0.22%
1,436
-1,361
57
$273K 0.22%
2,828
-580
58
$254K 0.21%
1,643
-233
59
$252K 0.2%
1,495
-703
60
$244K 0.2%
1,181
-404
61
$244K 0.2%
+3,570
62
$240K 0.2%
975
-388
63
$240K 0.2%
+2,426
64
$228K 0.19%
5,198
-4,258
65
$219K 0.18%
11,687
-6,056
66
$204K 0.17%
387
-116
67
$185K 0.15%
+19,086
68
$177K 0.14%
10,652
-13,481
69
– –
-75,456
70
– –
-6,182
71
– –
-25,976
72
– –
-2,658
73
– –
-29,291
74
– –
-27,157
75
– –
-1,321
1 2
3
4