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
JPO
151
YieldMax JP Option Income Strategy ETF
JPO
$47.1M
$89.8K 0.03%
5,610
+4,553
DISO icon
152
YieldMax DIS Option Income Strategy ETF
DISO
$17.8M
$88.3K 0.03%
7,264
+5,981
NFLX icon
153
Netflix
NFLX
$416B
$88.1K 0.03%
940
+80
PPL icon
154
PPL Corp
PPL
$28.8B
$87.3K 0.03%
2,492
+495
GE icon
155
GE Aerospace
GE
$353B
$86.2K 0.03%
280
-23
ANET icon
156
Arista Networks
ANET
$166B
$86K 0.03%
656
-1
BAC icon
157
Bank of America
BAC
$360B
$85.7K 0.03%
1,558
-85
ALL icon
158
Allstate
ALL
$55.6B
$83.3K 0.03%
400
+81
AVSC icon
159
Avantis US Small Cap Equity ETF
AVSC
$2.42B
$83.2K 0.03%
1,417
-51
SCHD icon
160
Schwab US Dividend Equity ETF
SCHD
$85B
$82.7K 0.03%
3,016
-84
UNP icon
161
Union Pacific
UNP
$157B
$82.6K 0.03%
357
+17
FEX icon
162
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.44B
$81.6K 0.03%
688
+164
VEU icon
163
Vanguard FTSE All-World ex-US ETF
VEU
$58.7B
$81.1K 0.03%
+1,102
XOM icon
164
Exxon Mobil
XOM
$624B
$80.3K 0.03%
667
+32
IVE icon
165
iShares S&P 500 Value ETF
IVE
$50.2B
$80.2K 0.03%
378
WNTR
166
YieldMax MSTR Short Option Income Strategy ETF
WNTR
$78.8M
$80.1K 0.03%
+2,020
PWR icon
167
Quanta Services
PWR
$84.5B
$78.5K 0.03%
186
+167
SYY icon
168
Sysco
SYY
$41.7B
$77.7K 0.03%
1,054
+191
PLTY
169
YieldMax PLTR Option Income Strategy ETF
PLTY
$380M
$76.9K 0.03%
1,491
+1,223
XHB icon
170
State Street SPDR S&P Homebuilders ETF
XHB
$1.82B
$75.9K 0.03%
737
+185
ISRG icon
171
Intuitive Surgical
ISRG
$179B
$73.6K 0.03%
130
+13
IWS icon
172
iShares Russell Mid-Cap Value ETF
IWS
$15.1B
$73.5K 0.03%
521
+504
VOE icon
173
Vanguard Mid-Cap Value ETF
VOE
$21.9B
$72.9K 0.03%
411
+331
AMT icon
174
American Tower
AMT
$88.5B
$72K 0.03%
410
+392
APH icon
175
Amphenol
APH
$160B
$71.1K 0.03%
526
+37
5 6
7
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