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
$243M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Sells

1 +$4.05M
2 +$2.52M
3 +$1.24M
4
COST icon
Costco
COST
+$885K
5
NVDA icon
NVIDIA
NVDA
+$681K

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
$49.6B
$47.7K 0.02%
+255
IJK icon
202
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.83B
$47.6K 0.02%
+496
EOG icon
203
EOG Resources
EOG
$68.6B
$47.5K 0.02%
+424
SPGI icon
204
S&P Global
SPGI
$133B
$46.7K 0.02%
+96
VNQ icon
205
Vanguard Real Estate ETF
VNQ
$36.7B
$46.6K 0.02%
+510
TMUS icon
206
T-Mobile US
TMUS
$241B
$45.5K 0.02%
+190
LIN icon
207
Linde
LIN
$231B
$45.1K 0.02%
+95
FANG icon
208
Diamondback Energy
FANG
$50.5B
$45.1K 0.02%
+315
SCHW icon
209
Charles Schwab
SCHW
$169B
$44.9K 0.02%
+470
PLTR icon
210
Palantir
PLTR
$366B
$44.1K 0.02%
+242
MSTR icon
211
Strategy Inc
MSTR
$48.9B
$44.1K 0.02%
+137
IRM icon
212
Iron Mountain
IRM
$31.9B
$43.8K 0.02%
+430
TMO icon
213
Thermo Fisher Scientific
TMO
$193B
$43.7K 0.02%
+90
ADP icon
214
Automatic Data Processing
ADP
$87.1B
$43.1K 0.02%
+147
GLW icon
215
Corning
GLW
$124B
$42.8K 0.02%
522
-537
SPYM
216
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$42.8K 0.02%
+546
DFAE icon
217
Dimensional Emerging Core Equity Market ETF
DFAE
$8.25B
$42.4K 0.02%
+1,345
PAYX icon
218
Paychex
PAYX
$34.3B
$42.2K 0.02%
+333
RCL icon
219
Royal Caribbean
RCL
$77.7B
$41.7K 0.02%
+129
AMD icon
220
Advanced Micro Devices
AMD
$329B
$40.8K 0.02%
+252
LMT icon
221
Lockheed Martin
LMT
$153B
$40.4K 0.02%
+81
BNDX icon
222
Vanguard Total International Bond ETF
BNDX
$75.9B
$40.4K 0.02%
+816
GDXY
223
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$319M
$39.9K 0.02%
+2,260
MMM icon
224
3M
MMM
$84.7B
$39.6K 0.02%
+255
DRI icon
225
Darden Restaurants
DRI
$24.2B
$39.2K 0.02%
+206