WWA

Wealth Watch Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 21.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.17%
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 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XNTK icon
126
State Street SPDR NYSE Technology ETF
XNTK
$2.3B
$123K 0.05%
441
GOOG icon
127
Alphabet (Google) Class C
GOOG
$4.47T
$121K 0.05%
387
+25
UNH icon
128
UnitedHealth
UNH
$360B
$117K 0.04%
354
-12
BRK.B icon
129
Berkshire Hathaway Class B
BRK.B
$1.03T
$117K 0.04%
232
+96
IQV icon
130
IQVIA
IQV
$30.9B
$112K 0.04%
495
+103
KLIC icon
131
Kulicke & Soffa
KLIC
$5.68B
$111K 0.04%
2,429
PDBC icon
132
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.22B
$108K 0.04%
8,162
+1,137
LHX icon
133
L3Harris
LHX
$57.3B
$108K 0.04%
367
+69
TPR icon
134
Tapestry
TPR
$28B
$107K 0.04%
838
+363
ILCG icon
135
iShares Morningstar Growth ETF
ILCG
$3.26B
$107K 0.04%
1,026
IBKR icon
136
Interactive Brokers
IBKR
$38.4B
$106K 0.04%
1,650
+361
TJX icon
137
TJX Companies
TJX
$175B
$106K 0.04%
690
+142
SYLD icon
138
Cambria Shareholder Yield ETF
SYLD
$925M
$101K 0.04%
1,460
+68
VRT icon
139
Vertiv
VRT
$123B
$101K 0.04%
622
+23
LIN icon
140
Linde
LIN
$234B
$100K 0.04%
235
+140
FIAT
141
YieldMax Short COIN Option Income Strategy ETF
FIAT
$39.2M
$99.2K 0.04%
3,547
+3,027
ARKK icon
142
ARK Innovation ETF
ARKK
$6.72B
$99K 0.04%
1,287
+917
CMI icon
143
Cummins
CMI
$94.3B
$97.5K 0.04%
191
-14
IUSG icon
144
iShares Core S&P US Growth ETF
IUSG
$32.6B
$96.7K 0.04%
576
+563
FMDE icon
145
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.03B
$95.6K 0.04%
2,629
-69
CCL icon
146
Carnival Corporation Ltd
CCL
$38.1B
$93.9K 0.03%
3,075
+633
BPRE
147
Bluerock Private Real Estate Fund
BPRE
$93.7K 0.03%
+6,246
COST icon
148
Costco
COST
$433B
$93.1K 0.03%
108
+22
VTV icon
149
Vanguard Value ETF
VTV
$180B
$92.4K 0.03%
484
-210
CVNY
150
YieldMax CVNA Option Income Strategy ETF
CVNY
$21.9M
$91K 0.03%
2,468
+2,070
4 5
6
7 8