WWA

Wealth Watch Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 15.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.89%
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 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUB icon
1026
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
– –
-8
TECL icon
1027
Direxion Daily Technology Bull 3x Shares
TECL
$3.31B
– –
-937
TLH icon
1028
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
– –
-468
UPXI icon
1029
Upexi
UPXI
$64.9M
– –
-100
USHY icon
1030
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
– –
-106
WEST icon
1031
Westrock Coffee
WEST
$395M
– –
-55
WPC icon
1032
W.P. Carey
WPC
$16.4B
– –
-491
WPM icon
1033
Wheaton Precious Metals
WPM
$69.2B
– –
-20
WSM icon
1034
Williams-Sonoma
WSM
$23.7B
– –
-2
WY icon
1035
Weyerhaeuser
WY
$17.8B
– –
-19
XHR
1036
Xenia Hotels & Resorts
XHR
$1.41B
– –
-131
XMLV icon
1037
Invesco S&P MidCap Low Volatility ETF
XMLV
$756M
– –
-818
XP icon
1038
XP
XP
$10.8B
– –
-1
XRAY icon
1039
Dentsply Sirona
XRAY
$2.7B
– –
-7
ZBH icon
1040
Zimmer Biomet
ZBH
$18.9B
– –
-4
CPAY icon
1041
Corpay
CPAY
$23.4B
– –
-4
CNH
1042
CNH Industrial
CNH
$14.8B
– –
-1
SW
1043
Smurfit Westrock
SW
$23.4B
– –
-16
BTC
1044
Grayscale Bitcoin Mini Trust ETF
BTC
$3.13B
– –
-3,915
EXE
1045
Expand Energy Corp
EXE
$25.6B
– –
-5
THRO
1046
iShares U.S. Thematic Rotation Active ETF
THRO
$7.34B
– –
-96
BAI
1047
iShares A.I. Innovation and Tech Active ETF
BAI
$8.72B
– –
-67
PLTU
1048
Direxion Daily PLTR Bull 2X Shares
PLTU
$599M
– –
-1,086
XYZ
1049
Block Inc
XYZ
$39.2B
– –
-11
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