WWA
Wealth Watch Advisors Portfolio holdings
AUM
$173M
This Quarter Return
-8%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(-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 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.37M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$993K |
| 3 |
YieldMax Universe Fund of Option Income ETFs
YMAX
|
$665K |
| 4 |
First Trust Active Factor Large Cap ETF
AFLG
|
$521K |
| 5 |
Intuit
INTU
|
$443K |
Top Sells
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 | |
|---|---|---|---|---|---|---|
76
SPDR Portfolio S&P 500 Growth ETF
SPYG
$39.9B
| – | – |
-72,204
| Closed | -$6.35M |
|
77
SPDR Portfolio S&P 500 Value ETF
SPYV
$27.9B
| – | – |
-7,721
| Closed | -$395K |
|
78
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| – | – |
-5,008
| Closed | -$209K |
|
79
ProShares Ultra S&P500
SSO
$7.01B
| – | – |
-7,841
| Closed | -$725K |
|
80
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$376M
| – | – |
-62,924
| Closed | -$1.21M |
|