WWA
Wealth Watch Advisors Portfolio holdings
AUM $123M
This Quarter Return
-8%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
-$37.6M (-23%)
Cap. Flow
-$25M
Cap. Flow % of AUM
-20.3%
Top 10 Holdings %Top 10 Hldgs %
71.06%
Holding
80
New
8
Increased
20
Reduced
40
Closed
12
Top Buys
| 1 | $1.37M | |
| 2 | $993K | |
| 3 | $665K | |
| 4 | $521K | |
| 5 | $443K |
Top Sells
| 1 | $6.35M | |
| 2 | $5.44M | |
| 3 | $2.71M | |
| 4 | $2.55M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -72,204 | Closed | -$6.35M | |||
| – | – | -7,721 | Closed | -$395K | |||
| – | – | -5,008 | Closed | -$209K | |||
| – | – | -7,841 | Closed | -$725K | |||
| – | – | -62,924 | Closed | -$1.21M |
