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 Buys

1
+$19.7M
2
+$3.46M
3
+$3.37M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$3.1M

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
QQH icon
1
HCM Defender 100 Index ETF
QQH
$677M
$26.4M 10.86%
345,572
-2,032
CWB icon
2
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.69B
$20.7M 8.52%
228,589
+6,087
CAIE
3
Calamos Autocallable Income ETF
CAIE
$438M
$19.7M 8.11%
+716,519
LGH icon
4
HCM Defender 500 Index ETF
LGH
$583M
$19.6M 8.07%
324,239
-2,985
HCMT icon
5
Direxion HCM Tactical Enhanced US ETF
HCMT
$593M
$12.9M 5.32%
344,621
-116,899
QQQ icon
6
Invesco QQQ Trust
QQQ
$408B
$10M 4.14%
16,734
+5,759
VOO icon
7
Vanguard S&P 500 ETF
VOO
$803B
$9.26M 3.82%
15,129
+909
SPAB icon
8
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.09B
$7.39M 3.04%
285,880
+48,325
SPYG icon
9
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$6.98M 2.87%
66,773
+3,613
BUFR icon
10
FT Vest Fund of Buffer ETFs
BUFR
$8.13B
$4.93M 2.03%
147,576
+44,178
SPY icon
11
SPDR S&P 500 ETF Trust
SPY
$700B
$4.29M 1.77%
6,441
+5,064
BIL icon
12
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$3.17M 1.3%
+34,523
IBTF icon
13
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.61B
$3.1M 1.28%
+132,608
BUFD icon
14
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.58B
$3.08M 1.27%
111,442
+7,738
SPRX icon
15
Spear Alpha ETF
SPRX
$152M
$2.96M 1.22%
76,761
-9,368
DNL icon
16
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$479M
$2.92M 1.2%
72,074
+1,118
MDYG icon
17
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.44B
$2.86M 1.18%
31,206
+2,681
SLYG icon
18
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.65B
$2.76M 1.14%
29,259
+1,960
MSFT icon
19
Microsoft
MSFT
$3.55T
$2.41M 0.99%
4,662
-1,323
HYG icon
20
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$2.37M 0.98%
29,207
+3,971
ILDR icon
21
First Trust Innovation Leaders ETF
ILDR
$203M
$2.32M 0.96%
71,729
-15,576
XLK icon
22
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
$2.32M 0.96%
8,241
+7,074
VUG icon
23
Vanguard Growth ETF
VUG
$202B
$2.32M 0.95%
4,827
+289
PLTM icon
24
GraniteShares Platinum Shares
PLTM
$143M
$2.13M 0.88%
140,853
+73,202
IBTG icon
25
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$2.1M 0.87%
+91,640
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