WWA

Wealth Watch Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.46M
3
+$3.37M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$3.1M

Top Sells

1
+$4.38M
2
+$2.63M
3
+$1.19M
4
COST icon
Costco
COST
+$854K
5
NVDA icon
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
XLC icon
76
State Street Communication Services Select Sector SPDR ETF
XLC
$26.2B
$301K 0.12%
2,546
-215
IUSB icon
77
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$295K 0.12%
+6,326
CLOI icon
78
VanEck CLO ETF
CLOI
$1.26B
$291K 0.12%
5,484
-528
XLI icon
79
State Street Industrial Select Sector SPDR ETF
XLI
$24.4B
$283K 0.12%
1,838
-155
XLF icon
80
State Street Financial Select Sector SPDR ETF
XLF
$52.5B
$282K 0.12%
5,228
-368
AIRR icon
81
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.09B
$268K 0.11%
2,777
-1,366
GRNY
82
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.77B
$264K 0.11%
+10,545
JAAA icon
83
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$257K 0.11%
5,067
+67
BUFZ icon
84
FT Vest Laddered Moderate Buffer ETF
BUFZ
$729M
$234K 0.1%
9,052
-8,174
BITQ icon
85
Bitwise Crypto Industry Innovators ETF
BITQ
$407M
$234K 0.1%
+9,334
SPXL icon
86
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.21B
$220K 0.09%
1,040
-229
ORCL icon
87
Oracle
ORCL
$592B
$220K 0.09%
781
-920
ABBV icon
88
AbbVie
ABBV
$407B
$210K 0.09%
+908
HYBL icon
89
State Street Blackstone High Income ETF
HYBL
$536M
$207K 0.09%
7,242
-335
BTC
90
Grayscale Bitcoin Mini Trust ETF
BTC
$4.06B
$198K 0.08%
+3,915
ETHW
91
Bitwise Ethereum ETF
ETHW
$360M
$192K 0.08%
+6,454
ROK icon
92
Rockwell Automation
ROK
$45B
$188K 0.08%
+538
IVOO icon
93
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.92B
$188K 0.08%
+1,703
LLY icon
94
Eli Lilly
LLY
$925B
$186K 0.08%
244
-253
MCK icon
95
McKesson
MCK
$99.4B
$180K 0.07%
+233
THTA icon
96
SoFi Enhanced Yield ETF
THTA
$35.7M
$172K 0.07%
11,361
-1,213
VXUS icon
97
Vanguard Total International Stock ETF
VXUS
$112B
$170K 0.07%
+2,313
GTO icon
98
Invesco Total Return Bond ETF
GTO
$1.92B
$167K 0.07%
+3,510
SJNK icon
99
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.29B
$167K 0.07%
+6,511
BOND icon
100
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.54B
$160K 0.07%
+1,711
2 3
4
5 6