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
QIG
176
WisdomTree U.S. Corporate Bond Fund
QIG
$18.1M
$59.3K 0.02%
+1,310
IEFA icon
177
iShares Core MSCI EAFE ETF
IEFA
$170B
$59.3K 0.02%
+679
TRV icon
178
Travelers Companies
TRV
$60.1B
$58.9K 0.02%
+211
VMBS icon
179
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$57.6K 0.02%
+1,226
UBER icon
180
Uber
UBER
$176B
$57K 0.02%
+582
JQUA icon
181
JPMorgan US Quality Factor ETF
JQUA
$7.73B
$56.6K 0.02%
+900
VWO icon
182
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$56.5K 0.02%
+1,042
GD icon
183
General Dynamics
GD
$99.2B
$55.6K 0.02%
+163
PFE icon
184
Pfizer
PFE
$146B
$55.4K 0.02%
+2,173
DUK icon
185
Duke Energy
DUK
$92.7B
$54.8K 0.02%
+443
TPR icon
186
Tapestry
TPR
$26.7B
$53.8K 0.02%
+475
QQQM icon
187
Invesco NASDAQ 100 ETF
QQQM
$71.1B
$53.4K 0.02%
+216
ACN icon
188
Accenture
ACN
$176B
$52.8K 0.02%
+214
DGRO icon
189
iShares Core Dividend Growth ETF
DGRO
$37.1B
$52.5K 0.02%
+771
ISRG icon
190
Intuitive Surgical
ISRG
$190B
$52.3K 0.02%
+117
XMLV icon
191
Invesco S&P MidCap Low Volatility ETF
XMLV
$781M
$52K 0.02%
+818
KDP icon
192
Keurig Dr Pepper
KDP
$37.2B
$51.9K 0.02%
+2,034
CMCSA icon
193
Comcast
CMCSA
$101B
$50.2K 0.02%
+1,599
BA icon
194
Boeing
BA
$194B
$50.1K 0.02%
+232
PPA icon
195
Invesco Aerospace & Defense ETF
PPA
$7.97B
$49.1K 0.02%
+316
GSIE icon
196
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.01B
$49K 0.02%
+1,193
ARKF icon
197
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.09B
$48.4K 0.02%
+852
SLB icon
198
SLB Ltd
SLB
$69.8B
$48.3K 0.02%
+1,406
TLH icon
199
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$48.2K 0.02%
+468
ARKW icon
200
ARK Web x.0 ETF
ARKW
$2.1B
$48K 0.02%
+275