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WWA

Wealth Watch Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 21.17%
This Fund
S&P 500
This Quarter Est. Return
+2.97%
1 Year Est. Return
+21.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
–
Cap. Flow
+$162M
Cap. Flow %
100.56%
Top 10 Hldgs %
67.08%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
QQH icon
HCM Defender 100 Index ETF
QQH
+$23.4M
2
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$18.3M
3
LGH icon
HCM Defender 500 Index ETF
LGH
+$17.9M
4
HCMT icon
Direxion HCM Tactical Enhanced US ETF
HCMT
+$16.5M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 3.46%
2 Consumer Staples 1.23%
3 Healthcare 1.09%
4 Consumer Discretionary 0.66%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YMAG icon
26
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$279M
$1.21M 0.75%
+62,924
New +$1.22M
AAPL icon
27
Apple
AAPL
$4.99T
$1.13M 0.7%
+4,783
New +$1.13M
MDY icon
28
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.8B
$1.11M 0.69%
+1,945
New +$1.14M
IVV icon
29
iShares Core S&P 500 ETF
IVV
$872B
$1.03M 0.64%
+1,752
New +$1.04M
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$1.03M 0.64%
+1,750
New +$1.03M
INTU icon
31
Intuit
INTU
$86.6B
$1.01M 0.63%
+1,605
New +$1.03M
FTSM icon
32
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$944K 0.59%
+15,792
New +$946K
CAT icon
33
Caterpillar
CAT
$384B
$918K 0.57%
+2,539
New +$985K
BITB icon
34
Bitwise Bitcoin ETF
BITB
$2.45B
$823K 0.51%
+16,175
New +$731K
NVDA icon
35
NVIDIA
NVDA
$4.77T
$809K 0.5%
+6,345
New +$875K
FLTR icon
36
VanEck IG Floating Rate ETF
FLTR
$2.94B
$782K 0.49%
+30,742
New +$783K
SSO icon
37
ProShares Ultra S&P500
SSO
$7.76B
$725K 0.45%
+15,682
New +$738K
LMBS icon
38
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.35B
$695K 0.43%
+14,273
New +$697K
SPYT icon
39
Defiance S&P 500 Income Target ETF
SPYT
$152M
$689K 0.43%
+36,000
New +$716K
IBIT icon
40
iShares Bitcoin Trust
IBIT
$47.3B
$617K 0.38%
+11,635
New +$549K
AMZN icon
41
Amazon
AMZN
$2.49T
$577K 0.36%
+2,797
New +$572K
ROM icon
42
ProShares Ultra Technology
ROM
$1.07B
$546K 0.34%
+7,835
New +$552K
USD icon
43
ProShares Ultra Semiconductors
USD
$2.35B
$545K 0.34%
+16,740
New +$556K
AVGO icon
44
Broadcom
AVGO
$1.81T
$506K 0.32%
+2,198
New +$407K
FTGS icon
45
First Trust Growth Strength ETF
FTGS
$1.28B
$495K 0.31%
+15,753
New +$506K
COST icon
46
Costco
COST
$430B
$493K 0.31%
+535
New +$496K
HD icon
47
Home Depot
HD
$343B
$477K 0.3%
+1,229
New +$502K
QQQT
48
Defiance Nasdaq 100 Income Target ETF
QQQT
$43.9M
$454K 0.28%
+24,133
New +$466K
RDVY icon
49
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$442K 0.27%
+7,469
New +$456K
FVD icon
50
First Trust Value Line Dividend Fund
FVD
$8.48B
$410K 0.26%
+9,391
New +$425K
1
2
3

Similar funds

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $239M AUM
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $239M AUM 18.48% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return
MFC
Mechanics Financial Corp Mansfield, Ohio $239M AUM 25.61% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Wealth Watch Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Wealth Watch Advisors, which disclosed 72 positions worth $161M. Its ten largest holdings account for 67% of the portfolio.

Its largest position is HCM Defender 100 Index ETF: 355,575 shares worth $23.8M.

By sector, the portfolio is most concentrated in Technology at 3.5% of assets, followed by Consumer Staples and Healthcare.

  • Wealth Watch Advisors's largest Q4 2024 buy was HCM Defender 100 Index ETF: 355,575 shares worth $23.8M.
  • Wealth Watch Advisors's ten largest holdings make up 67% of its $161M portfolio in Q4 2024.
  • Wealth Watch Advisors disclosed 72 positions in Q4 2024, its first 13F filing on record.

Based on Wealth Watch Advisors's 13F filing for Q4 2024, filed 15 May 2025.