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
ARKG icon
201
ARK Genomic Revolution ETF
ARKG
$1.23B
$55.9K 0.02%
1,928
+1,413
SO icon
202
Southern Company
SO
$110B
$55.8K 0.02%
640
-64
PFE icon
203
Pfizer
PFE
$151B
$55.1K 0.02%
2,211
+38
AMD icon
204
Advanced Micro Devices
AMD
$328B
$54.8K 0.02%
256
+4
QQQM icon
205
Invesco NASDAQ 100 ETF
QQQM
$71.5B
$54.6K 0.02%
216
IEMG icon
206
iShares Core MSCI Emerging Markets ETF
IEMG
$141B
$54K 0.02%
803
-452
TRV icon
207
Travelers Companies
TRV
$67.4B
$54K 0.02%
186
-25
DIA icon
208
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44B
$53.8K 0.02%
+112
IJK icon
209
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.83B
$53.7K 0.02%
554
+58
DGRO icon
210
iShares Core Dividend Growth ETF
DGRO
$38.5B
$53.3K 0.02%
768
-3
SPGI icon
211
S&P Global
SPGI
$134B
$53.3K 0.02%
102
+6
DUK icon
212
Duke Energy
DUK
$103B
$53K 0.02%
452
+9
GSIE icon
213
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.31B
$51.2K 0.02%
1,193
BA icon
214
Boeing
BA
$178B
$51.1K 0.02%
235
+3
TT icon
215
Trane Technologies
TT
$98.9B
$51K 0.02%
131
+113
PPA icon
216
Invesco Aerospace & Defense ETF
PPA
$8.34B
$49.5K 0.02%
316
BDX icon
217
Becton Dickinson
BDX
$48.7B
$49.3K 0.02%
254
-1
VNQ icon
218
Vanguard Real Estate ETF
VNQ
$36.7B
$48.3K 0.02%
546
+36
PLTR icon
219
Palantir
PLTR
$367B
$46.2K 0.02%
260
+18
BNDX icon
220
Vanguard Total International Bond ETF
BNDX
$75.9B
$46.1K 0.02%
954
+138
SCHW icon
221
Charles Schwab
SCHW
$170B
$46.1K 0.02%
461
-9
GLW icon
222
Corning
GLW
$125B
$45.7K 0.02%
522
ABT icon
223
Abbott
ABT
$197B
$45K 0.02%
359
+197
CMCSA icon
224
Comcast
CMCSA
$115B
$44K 0.02%
1,471
-128
DFAE icon
225
Dimensional Emerging Core Equity Market ETF
DFAE
$8.26B
$43.8K 0.02%
1,345
7 8
9
10 11