WWA

Wealth Watch Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 21.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.17%
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 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNDK
776
Sandisk
SNDK
$261B
$950 ﹤0.01%
+4
REIT icon
777
ALPS Active REIT ETF
REIT
$51.8M
$946 ﹤0.01%
36
EL icon
778
Estee Lauder
EL
$30B
$942 ﹤0.01%
9
SPBO icon
779
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.96B
$939 ﹤0.01%
+32
POWI icon
780
Power Integrations
POWI
$4.75B
$924 ﹤0.01%
26
DXC icon
781
DXC Technology
DXC
$1.55B
$923 ﹤0.01%
63
ZTAX icon
782
X-Square Municipal Income Tax Free ETF
ZTAX
$923 ﹤0.01%
+36
AWK icon
783
American Water Works
AWK
$23.9B
$914 ﹤0.01%
7
-5
JANH icon
784
Innovator Premium Income 20 Barrier ETF January
JANH
$18.2M
$912 ﹤0.01%
+37
REZ icon
785
iShares Residential and Multisector Real Estate ETF
REZ
$841M
$909 ﹤0.01%
11
FRT icon
786
Federal Realty Investment Trust
FRT
$10.4B
$907 ﹤0.01%
9
-5
APA icon
787
APA Corp
APA
$13.5B
$881 ﹤0.01%
+36
USIG icon
788
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.2B
$880 ﹤0.01%
17
-397
AKAM icon
789
Akamai
AKAM
$23.1B
$873 ﹤0.01%
+10
WHR icon
790
Whirlpool
WHR
$2.59B
$866 ﹤0.01%
12
OVV icon
791
Ovintiv
OVV
$16.7B
$862 ﹤0.01%
22
SPHY icon
792
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11B
$852 ﹤0.01%
+36
QRVO icon
793
Qorvo
QRVO
$9.15B
$845 ﹤0.01%
10
CPA icon
794
Copa Holdings
CPA
$5.43B
$844 ﹤0.01%
7
ARGX icon
795
argenx
ARGX
$52.4B
$841 ﹤0.01%
1
MTCH icon
796
Match Group
MTCH
$8.11B
$840 ﹤0.01%
+26
MDB icon
797
MongoDB
MDB
$30.6B
$839 ﹤0.01%
2
NI icon
798
NiSource
NI
$22B
$835 ﹤0.01%
20
-11
UGI icon
799
UGI
UGI
$7.37B
$823 ﹤0.01%
22
CINF icon
800
Cincinnati Financial
CINF
$24.9B
$817 ﹤0.01%
5
-4
30 31
32
33 34