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
KR icon
101
Kroger
KR
$42.9B
$192K 0.07%
3,065
+1,619
SJNK icon
102
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.03B
$185K 0.07%
7,310
+799
XONE icon
103
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$751M
$182K 0.07%
+3,682
BIGY
104
YieldMax Target 12 Big 50 Option Income ETF
BIGY
$23.9M
$182K 0.07%
+3,472
CERY
105
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$873M
$180K 0.07%
+6,300
DAL icon
106
Delta Air Lines
DAL
$42.5B
$176K 0.07%
2,530
+415
IWF icon
107
iShares Russell 1000 Growth ETF
IWF
$117B
$169K 0.06%
358
+66
WFC icon
108
Wells Fargo
WFC
$256B
$169K 0.06%
1,810
+240
ARKW icon
109
ARK Web x.0 ETF
ARKW
$1.66B
$163K 0.06%
1,106
+831
SRLN icon
110
State Street Blackstone Senior Loan ETF
SRLN
$5.53B
$163K 0.06%
3,950
+451
LRCX icon
111
Lam Research
LRCX
$277B
$160K 0.06%
932
+6
ABBV icon
112
AbbVie
ABBV
$413B
$158K 0.06%
693
-215
IWD icon
113
iShares Russell 1000 Value ETF
IWD
$70B
$154K 0.06%
731
+172
MA icon
114
Mastercard
MA
$467B
$150K 0.06%
262
+100
ADBE icon
115
Adobe
ADBE
$112B
$149K 0.06%
426
+214
ORCL icon
116
Oracle
ORCL
$436B
$145K 0.05%
743
-38
GLDY
117
Defiance Gold Enhanced Options Income ETF
GLDY
$39.6M
$145K 0.05%
+8,801
JNJ icon
118
Johnson & Johnson
JNJ
$590B
$142K 0.05%
687
+128
BUFZ icon
119
FT Vest Laddered Moderate Buffer ETF
BUFZ
$840M
$142K 0.05%
5,355
-3,697
DIS icon
120
Walt Disney
DIS
$183B
$139K 0.05%
1,224
+146
ADI icon
121
Analog Devices
ADI
$167B
$137K 0.05%
504
+125
CSCO icon
122
Cisco
CSCO
$315B
$137K 0.05%
1,774
-71
ARKF icon
123
ARK Blockchain & Fintech Innovation ETF
ARKF
$847M
$132K 0.05%
2,780
+1,928
BK icon
124
Bank of New York Mellon
BK
$81.7B
$129K 0.05%
1,107
+198
WDAY icon
125
Workday
WDAY
$37.4B
$127K 0.05%
593
+207
3 4
5
6 7