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
BK icon
126
Bank of New York Mellon
BK
$78.9B
$99K 0.04%
909
-437
KLIC icon
127
Kulicke & Soffa
KLIC
$2.46B
$98.7K 0.04%
+2,429
FMDE icon
128
Fidelity Enhanced Mid Cap ETF
FMDE
$4.36B
$97.5K 0.04%
+2,698
KR icon
129
Kroger
KR
$43.9B
$97.5K 0.04%
1,446
-1,294
ANET icon
130
Arista Networks
ANET
$161B
$95.7K 0.04%
+657
SYLD icon
131
Cambria Shareholder Yield ETF
SYLD
$895M
$95.6K 0.04%
+1,392
PDBC icon
132
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.6B
$94.3K 0.04%
+7,025
ADI icon
133
Analog Devices
ADI
$136B
$93.1K 0.04%
+379
WDAY icon
134
Workday
WDAY
$56.5B
$92.9K 0.04%
+386
MA icon
135
Mastercard
MA
$497B
$92.1K 0.04%
+162
GE icon
136
GE Aerospace
GE
$304B
$91.1K 0.04%
+303
LHX icon
137
L3Harris
LHX
$52B
$91K 0.04%
+298
VRT icon
138
Vertiv
VRT
$68.4B
$90.4K 0.04%
+599
IBKR icon
139
Interactive Brokers
IBKR
$28.9B
$88.7K 0.04%
+1,289
GOOG icon
140
Alphabet (Google) Class C
GOOG
$3.87T
$88.2K 0.04%
+362
CMI icon
141
Cummins
CMI
$70.1B
$86.6K 0.04%
+205
NOC icon
142
Northrop Grumman
NOC
$79B
$86.5K 0.04%
+142
BAC icon
143
Bank of America
BAC
$395B
$84.8K 0.03%
+1,643
SCHD icon
144
Schwab US Dividend Equity ETF
SCHD
$71.6B
$84.6K 0.03%
+3,100
AVSC icon
145
Avantis US Small Cap Equity ETF
AVSC
$2.06B
$84K 0.03%
+1,468
IEMG icon
146
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$82.7K 0.03%
+1,255
SOXY
147
YieldMax Target 12 Semiconductor Option Income ETF
SOXY
$15.1M
$80.7K 0.03%
+1,430
UNP icon
148
Union Pacific
UNP
$140B
$80.4K 0.03%
+340
COST icon
149
Costco
COST
$409B
$79.6K 0.03%
86
-923
TJX icon
150
TJX Companies
TJX
$167B
$79.2K 0.03%
+548
4 5
6
7 8