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
$123M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$993K
3
+$665K
4
AFLG icon
First Trust Active Factor Large Cap ETF
AFLG
+$521K
5
INTU icon
Intuit
INTU
+$443K

Top Sells

1
+$6.35M
2
+$5.44M
3
+$2.71M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.55M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.45M

Sector Composition

1 Technology 3.19%
2 Consumer Staples 1.57%
3 Healthcare 1.43%
4 Industrials 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 16.58%
348,883
-6,692
2
$17.2M 14.01%
225,041
-6,570
3
$16M 12.97%
330,394
-10,847
4
$13.3M 10.81%
440,335
-8,172
5
$6.93M 5.63%
13,483
-2,027
6
$4.61M 3.75%
9,835
-1,258
7
$2.6M 2.11%
87,637
+46,214
8
$2.31M 1.88%
99,219
-10,121
9
$2.25M 1.83%
17,048
-1,814
10
$1.82M 1.48%
4,919
+205
11
$1.82M 1.48%
72,807
+11,361
12
$1.73M 1.41%
9,191
-546
13
$1.52M 1.24%
4,034
-923
14
$1.42M 1.15%
8,313
-497
15
$1.38M 1.12%
48,232
-702
16
$1.24M 1%
3,319
-260
17
$1.22M 0.99%
13,124
-176
18
$1.13M 0.92%
5,677
-33
19
$1.11M 0.9%
18,479
+2,687
20
$1.01M 0.82%
1,894
-51
21
$993K 0.81%
+21,754
22
$957K 0.78%
48,238
-7,216
23
$947K 0.77%
3,019
+1,414
24
$944K 0.77%
19,196
+4,923
25
$826K 0.67%
3,692
+1,153
1
2 3 4