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 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
BND icon
101
Vanguard Total Bond Market
BND
$143B
$160K 0.07%
+2,146
QQQT
102
Defiance Nasdaq 100 Income Target ETF
QQQT
$36M
$159K 0.07%
+8,579
WMT icon
103
Walmart
WMT
$912B
$157K 0.06%
+1,523
MO icon
104
Altria Group
MO
$98.1B
$153K 0.06%
+2,318
SRLN icon
105
State Street Blackstone Senior Loan ETF
SRLN
$6.74B
$145K 0.06%
+3,499
V icon
106
Visa
V
$636B
$137K 0.06%
+401
IWF icon
107
iShares Russell 1000 Growth ETF
IWF
$125B
$137K 0.06%
+292
WFC icon
108
Wells Fargo
WFC
$280B
$132K 0.05%
1,570
-259
VTV icon
109
Vanguard Value ETF
VTV
$154B
$129K 0.05%
+694
TSLA icon
110
Tesla
TSLA
$1.49T
$129K 0.05%
+290
UNH icon
111
UnitedHealth
UNH
$308B
$126K 0.05%
+366
CSCO icon
112
Cisco
CSCO
$307B
$126K 0.05%
+1,845
LRCX icon
113
Lam Research
LRCX
$201B
$124K 0.05%
+926
DIS icon
114
Walt Disney
DIS
$189B
$123K 0.05%
+1,078
XNTK icon
115
State Street SPDR NYSE Technology ETF
XNTK
$1.5B
$120K 0.05%
+441
DAL icon
116
Delta Air Lines
DAL
$44.1B
$120K 0.05%
+2,115
TECL icon
117
Direxion Daily Technology Bull 3x Shares
TECL
$4.29B
$117K 0.05%
+937
IWD icon
118
iShares Russell 1000 Value ETF
IWD
$68.2B
$114K 0.05%
+559
PLTU
119
Direxion Daily PLTR Bull 2X Shares
PLTU
$552M
$111K 0.05%
+1,086
FNGG icon
120
Direxion Daily NYSE FANG+ Bull 2X Shares
FNGG
$132M
$109K 0.05%
+450
SCHG icon
121
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$109K 0.04%
+3,405
VEA icon
122
Vanguard FTSE Developed Markets ETF
VEA
$186B
$108K 0.04%
+1,804
ILCG icon
123
iShares Morningstar Growth ETF
ILCG
$2.99B
$107K 0.04%
+1,026
JNJ icon
124
Johnson & Johnson
JNJ
$495B
$104K 0.04%
+559
NFLX icon
125
Netflix
NFLX
$441B
$103K 0.04%
+860