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
BDX icon
201
Becton Dickinson
BDX
$55.2B
$47.7K 0.02%
+255
IJK icon
202
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$47.6K 0.02%
+496
EOG icon
203
EOG Resources
EOG
$60.5B
$47.5K 0.02%
+424
SPGI icon
204
S&P Global
SPGI
$151B
$46.7K 0.02%
+96
VNQ icon
205
Vanguard Real Estate ETF
VNQ
$34.1B
$46.6K 0.02%
+510
TMUS icon
206
T-Mobile US
TMUS
$233B
$45.5K 0.02%
+190
LIN icon
207
Linde
LIN
$191B
$45.1K 0.02%
+95
FANG icon
208
Diamondback Energy
FANG
$45.4B
$45.1K 0.02%
+315
SCHW icon
209
Charles Schwab
SCHW
$167B
$44.9K 0.02%
+470
PLTR icon
210
Palantir
PLTR
$420B
$44.1K 0.02%
+242
MSTR icon
211
Strategy Inc
MSTR
$54.1B
$44.1K 0.02%
+137
IRM icon
212
Iron Mountain
IRM
$24.9B
$43.8K 0.02%
+430
TMO icon
213
Thermo Fisher Scientific
TMO
$218B
$43.7K 0.02%
+90
ADP icon
214
Automatic Data Processing
ADP
$105B
$43.1K 0.02%
+147
GLW icon
215
Corning
GLW
$71.6B
$42.8K 0.02%
522
-537
SPYM
216
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.2B
$42.8K 0.02%
+546
DFAE icon
217
Dimensional Emerging Core Equity Market ETF
DFAE
$7.15B
$42.4K 0.02%
+1,345
PAYX icon
218
Paychex
PAYX
$40.8B
$42.2K 0.02%
+333
RCL icon
219
Royal Caribbean
RCL
$72.5B
$41.7K 0.02%
+129
AMD icon
220
Advanced Micro Devices
AMD
$354B
$40.8K 0.02%
+252
LMT icon
221
Lockheed Martin
LMT
$103B
$40.4K 0.02%
+81
BNDX icon
222
Vanguard Total International Bond ETF
BNDX
$72.5B
$40.4K 0.02%
+816
GDXY
223
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$205M
$39.9K 0.02%
+2,260
MMM icon
224
3M
MMM
$91.9B
$39.6K 0.02%
+255
DRI icon
225
Darden Restaurants
DRI
$20.6B
$39.2K 0.02%
+206