WWA
Wealth Watch Advisors Portfolio holdings
AUM
$243M
1-Year Est. Return
16.31%
1 Year Est. Return
+16.31%
AUM
$243M
AUM Growth
+$69.8M
(+40%)
Holding
927
Top Buys
| 1 | +$19.7M | |
| 2 | +$3.46M | |
| 3 | +$3.37M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.17M |
| 5 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$3.1M |
Top Sells
| 1 | +$4.38M | |
| 2 | +$2.63M | |
| 3 | +$1.19M | |
| 4 |
Costco
COST
|
+$854K |
| 5 |
NVIDIA
NVDA
|
+$729K |
Sector Composition
| 1 | Technology | 3.18% |
| 2 | Healthcare | 1.27% |
| 3 | Industrials | 1.16% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Consumer Staples | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
Bank OZK
OZK
$5.22B
| – | – |
-390
|
|
||
927
Warby Parker
WRBY
$2.33B
| – | – |
-62
|
|