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
OTIS icon
751
Otis Worldwide
OTIS
$35.4B
$1.14K ﹤0.01%
13
+5
FIS icon
752
Fidelity National Information Services
FIS
$25.9B
$1.13K ﹤0.01%
17
+5
GOVT icon
753
iShares US Treasury Bond ETF
GOVT
$35.8B
$1.13K ﹤0.01%
49
-543
TROW icon
754
T. Rowe Price
TROW
$20.1B
$1.13K ﹤0.01%
11
JIRE icon
755
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.1B
$1.12K ﹤0.01%
+15
IR icon
756
Ingersoll Rand
IR
$36B
$1.11K ﹤0.01%
14
+6
SMTC icon
757
Semtech
SMTC
$8.31B
$1.1K ﹤0.01%
15
VFC icon
758
VF Corp
VFC
$7.32B
$1.1K ﹤0.01%
61
STX icon
759
Seagate
STX
$84B
$1.1K ﹤0.01%
4
ROKU icon
760
Roku
ROKU
$14.4B
$1.08K ﹤0.01%
10
TM icon
761
Toyota
TM
$303B
$1.07K ﹤0.01%
5
DG icon
762
Dollar General
DG
$33.4B
$1.06K ﹤0.01%
8
-5
RL icon
763
Ralph Lauren
RL
$21.8B
$1.06K ﹤0.01%
+3
ESS icon
764
Essex Property Trust
ESS
$16.5B
$1.05K ﹤0.01%
4
-3
BIDU icon
765
Baidu
BIDU
$40.9B
$1.04K ﹤0.01%
+8
FSLR icon
766
First Solar
FSLR
$21.2B
$1.04K ﹤0.01%
4
CSGP icon
767
CoStar Group
CSGP
$20.2B
$1.01K ﹤0.01%
15
+2
KMB icon
768
Kimberly-Clark
KMB
$34.8B
$1.01K ﹤0.01%
10
-6
TWLO icon
769
Twilio
TWLO
$18.6B
$996 ﹤0.01%
7
VMBS icon
770
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
$989 ﹤0.01%
21
-1,205
LII icon
771
Lennox International
LII
$19.2B
$971 ﹤0.01%
+2
CHRW icon
772
C.H. Robinson
CHRW
$22.5B
$965 ﹤0.01%
6
CELH icon
773
Celsius Holdings
CELH
$11.7B
$961 ﹤0.01%
21
BEN icon
774
Franklin Resources
BEN
$13.8B
$956 ﹤0.01%
40
Z icon
775
Zillow
Z
$11B
$955 ﹤0.01%
+14
29 30
31
32 33