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
RVTY icon
851
Revvity
RVTY
$11.4B
$484 ﹤0.01%
5
DAY
852
DELISTED
Dayforce
DAY
$484 ﹤0.01%
7
BAMG icon
853
Brookstone Growth Stock ETF
BAMG
$140M
$482 ﹤0.01%
+12
VICI icon
854
VICI Properties
VICI
$29.3B
$478 ﹤0.01%
17
-92
PR icon
855
Permian Resources
PR
$16.9B
$477 ﹤0.01%
34
CG icon
856
Carlyle Group
CG
$15.7B
$473 ﹤0.01%
8
DLR icon
857
Digital Realty Trust
DLR
$66.3B
$464 ﹤0.01%
3
-7
LUV icon
858
Southwest Airlines
LUV
$20.2B
$455 ﹤0.01%
11
-14
PFG icon
859
Principal Financial Group
PFG
$22.4B
$441 ﹤0.01%
5
SSNC icon
860
SS&C Technologies
SSNC
$16.7B
$437 ﹤0.01%
5
TXT icon
861
Textron
TXT
$15.8B
$436 ﹤0.01%
5
OCTJ icon
862
Innovator Premium Income 30 Barrier ETF October
OCTJ
$19.3M
$431 ﹤0.01%
+18
JULJ icon
863
Innovator Premium Income 30 Barrier ETF July
JULJ
$15.7M
$424 ﹤0.01%
+17
BAMV icon
864
Brookstone Value Stock ETF
BAMV
$103M
$421 ﹤0.01%
+13
FITB
865
Fifth Third Bancorp
FITB
$46.9B
$421 ﹤0.01%
9
-14
JANJ icon
866
Innovator Premium Income 30 Barrier ETF January
JANJ
$15.6M
$419 ﹤0.01%
+17
APRJ icon
867
Innovator Premium Income 30 Barrier ETF April
APRJ
$32.7M
$419 ﹤0.01%
+17
KOD icon
868
Kodiak Sciences
KOD
$2.14B
$419 ﹤0.01%
+15
STWD icon
869
Starwood Property Trust
STWD
$6.34B
$414 ﹤0.01%
+23
HIG icon
870
Hartford Financial Services
HIG
$34.9B
$413 ﹤0.01%
3
-6
HBAN icon
871
Huntington Bancshares
HBAN
$33.5B
$399 ﹤0.01%
23
-31
BAMD icon
872
Brookstone Dividend Stock ETF
BAMD
$96.6M
$390 ﹤0.01%
+13
EMN icon
873
Eastman Chemical
EMN
$8.28B
$383 ﹤0.01%
6
-8
SE icon
874
Sea Limited
SE
$56.4B
$383 ﹤0.01%
3
WAT icon
875
Waters Corp
WAT
$37B
$380 ﹤0.01%
1
33 34
35
36 37