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
QQH icon
1
HCM Defender 100 Index ETF
QQH
$667M
$26.9M 9.97%
347,372
+1,800
CAIE
2
Calamos Autocallable Income ETF
CAIE
$735M
$22.2M 8.25%
830,881
+114,362
CWB icon
3
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.06B
$21.2M 7.88%
238,038
+9,449
LGH icon
4
HCM Defender 500 Index ETF
LGH
$565M
$20.4M 7.56%
328,905
+4,666
HCMT icon
5
Direxion HCM Tactical Enhanced US ETF
HCMT
$545M
$13.9M 5.17%
361,465
+16,844
QQQ icon
6
Invesco QQQ Trust
QQQ
$394B
$10.5M 3.91%
17,142
+408
VOO icon
7
Vanguard S&P 500 ETF
VOO
$848B
$9.84M 3.65%
15,696
+567
SPAB icon
8
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.18B
$8.19M 3.04%
318,205
+32,325
SPYG icon
9
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.5B
$6.93M 2.57%
64,903
-1,870
BUFR icon
10
FT Vest Fund of Buffer ETFs
BUFR
$8.61B
$5.93M 2.2%
173,154
+25,578
SPY icon
11
State Street SPDR S&P 500 ETF Trust
SPY
$689B
$4.9M 1.82%
7,181
+740
PLTM icon
12
GraniteShares Platinum Shares
PLTM
$281M
$4.73M 1.75%
239,592
+98,739
SGOL icon
13
abrdn Physical Gold Shares ETF
SGOL
$8.86B
$4.07M 1.51%
99,193
+43,366
BUFD icon
14
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.7B
$3.66M 1.36%
129,688
+18,246
IAU icon
15
iShares Gold Trust
IAU
$81.8B
$3.38M 1.26%
41,685
+18,045
ZHDG icon
16
Zega Buy & Hedge ETF
ZHDG
$33.9M
$3.2M 1.19%
+141,558
SIVR icon
17
abrdn Physical Silver Shares ETF
SIVR
$6B
$3.1M 1.15%
45,834
+15,789
SLV icon
18
iShares Silver Trust
SLV
$42.6B
$3.09M 1.15%
48,004
+16,074
DNL icon
19
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$456M
$2.93M 1.09%
71,071
-1,003
MDYG icon
20
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.62B
$2.85M 1.06%
30,803
-403
SPRX icon
21
Spear Alpha ETF
SPRX
$149M
$2.83M 1.05%
73,576
-3,185
SLYG icon
22
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.15B
$2.71M 1.01%
28,779
-480
MSFT icon
23
Microsoft
MSFT
$3T
$2.61M 0.97%
5,401
+739
AAPL icon
24
Apple
AAPL
$3.87T
$2.61M 0.97%
9,585
+3,621
HYG icon
25
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$2.35M 0.87%
29,199
-8
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