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
TXN icon
151
Texas Instruments
TXN
$166B
$78.5K 0.03%
+427
IVE icon
152
iShares S&P 500 Value ETF
IVE
$47.5B
$78.1K 0.03%
+378
ADBE icon
153
Adobe
ADBE
$137B
$74.8K 0.03%
+212
IQV icon
154
IQVIA
IQV
$38.7B
$74.5K 0.03%
+392
PPL icon
155
PPL Corp
PPL
$25.8B
$74.2K 0.03%
+1,997
SDTY
156
YieldMax S&P 500 0DTE Covered Call Strategy ETF
SDTY
$18M
$73.3K 0.03%
+1,602
VIG icon
157
Vanguard Dividend Appreciation ETF
VIG
$101B
$71.9K 0.03%
+333
XOM icon
158
Exxon Mobil
XOM
$497B
$71.6K 0.03%
+635
SYY icon
159
Sysco
SYY
$35.1B
$71.1K 0.03%
+863
CRH icon
160
CRH
CRH
$81.2B
$70.7K 0.03%
590
+511
GIAX
161
Nicholas Global Equity and Income ETF
GIAX
$74.7M
$70.7K 0.03%
+4,046
CCL icon
162
Carnival Corp
CCL
$34.2B
$70.6K 0.03%
+2,442
ZROZ icon
163
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.68B
$68.9K 0.03%
+1,014
LGOV icon
164
First Trust Long Duration Opportunities ETF
LGOV
$674M
$68.7K 0.03%
+3,157
ALL icon
165
Allstate
ALL
$54.6B
$68.5K 0.03%
+319
BRK.B icon
166
Berkshire Hathaway Class B
BRK.B
$1.09T
$68.4K 0.03%
+136
YQQQ
167
YieldMax Short N100 Option Income Strategy ETF
YQQQ
$13M
$67.8K 0.03%
+5,309
SO icon
168
Southern Company
SO
$96.9B
$66.7K 0.03%
+704
PEP icon
169
PepsiCo
PEP
$202B
$66.7K 0.03%
+475
TLT icon
170
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
$66.6K 0.03%
+745
MDT icon
171
Medtronic
MDT
$131B
$65.4K 0.03%
+687
FEX icon
172
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
$61.2K 0.03%
+524
XHB icon
173
State Street SPDR S&P Homebuilders ETF
XHB
$1.72B
$61.2K 0.03%
+552
APH icon
174
Amphenol
APH
$170B
$60.5K 0.02%
+489
GILD icon
175
Gilead Sciences
GILD
$155B
$60.3K 0.02%
+543