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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
+9.3%
1 Year Est. Return
+21.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$243M
AUM Growth
+$69.9M
Cap. Flow
+$52.1M
Cap. Flow %
21.47%
Top 10 Hldgs %
56.79%
Holding
933
New
833
Increased
30
Reduced
63
Closed
7

Top Buys

Rank Stock Value
1
CAIE
Calamos Autocallable Income ETF
CAIE
+$19M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.25M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.16M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$3.09M

Top Sells

Rank Stock Value
1
HCMT icon
Direxion HCM Tactical Enhanced US ETF
HCMT
+$4.05M
2
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$2.52M
3
SYK icon
Stryker
SYK
+$1.24M
4
COST icon
Costco
COST
+$885K
5
NVDA icon
NVIDIA
NVDA
+$681K

Sector Composition

Rank Sector Weight
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
USB icon
476
US Bancorp
USB
$99.6B
$6.04K ﹤0.01%
+125
New +$5.91K
TRGP icon
477
Targa Resources
TRGP
$56.8B
$6.03K ﹤0.01%
+36
New +$6K
TPLE
478
DELISTED
Timothy Plan US Large/Mid Cap Core Enhanced ETF
TPLE
$5.98K ﹤0.01%
+217
New +$5.9K
MKC icon
479
McCormick & Company Non-Voting
MKC
$13.9B
$5.96K ﹤0.01%
+89
New +$6.23K
COR icon
480
Cencora
COR
$60B
$5.94K ﹤0.01%
+19
New +$5.59K
HON icon
481
Honeywell
HON
$78.2B
$5.89K ﹤0.01%
+30
New +$6.27K
TPHE
482
DELISTED
Timothy Plan High Dividend Stock Enhanced ETF
TPHE
$5.82K ﹤0.01%
+223
New +$5.74K
URI icon
483
United Rentals
URI
$69.5B
$5.73K ﹤0.01%
+6
New +$5.35K
BRO icon
484
Brown & Brown
BRO
$24B
$5.72K ﹤0.01%
+61
New +$5.95K
MBLY icon
485
Mobileye
MBLY
$2.04B
$5.65K ﹤0.01%
+400
New +$5.95K
NET icon
486
Cloudflare
NET
$100B
$5.58K ﹤0.01%
+26
New +$5.31K
SPTM icon
487
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.8B
$5.57K ﹤0.01%
+69
New +$5.36K
NWG icon
488
NatWest
NWG
$77.3B
$5.49K ﹤0.01%
+388
New +$5.47K
LVS icon
489
Las Vegas Sands
LVS
$30.6B
$5.43K ﹤0.01%
+101
New +$5.31K
COIN icon
490
Coinbase
COIN
$38.7B
$5.4K ﹤0.01%
+16
New +$5.42K
DHR icon
491
Danaher
DHR
$139B
$5.35K ﹤0.01%
+27
New +$5.37K
SHOP icon
492
Shopify
SHOP
$152B
$5.35K ﹤0.01%
+36
New +$4.88K
AIG icon
493
American International
AIG
$41.8B
$5.34K ﹤0.01%
+68
New +$5.43K
GLDM icon
494
SPDR Gold MiniShares Trust
GLDM
$27.5B
$5.28K ﹤0.01%
+69
New +$4.73K
DWM icon
495
WisdomTree International Equity Fund
DWM
$682M
$5.23K ﹤0.01%
+79
New +$5.14K
WTW icon
496
Willis Towers Watson
WTW
$31.7B
$5.18K ﹤0.01%
+15
New +$4.86K
EPR icon
497
EPR Properties
EPR
$4.69B
$5.16K ﹤0.01%
+89
New +$5K
MEDP icon
498
Medpace
MEDP
$16B
$5.14K ﹤0.01%
+10
New +$4.37K
ADSK icon
499
Autodesk
ADSK
$49.6B
$5.08K ﹤0.01%
+16
New +$4.88K
VIOO icon
500
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.22B
$5.08K ﹤0.01%
+46
New +$4.91K
18 19
20
21 22

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
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
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return

Wealth Watch Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Wealth Watch Advisors held 933 positions worth $243M, up 40% from $173M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Wealth Watch Advisors deployed $52.1M of net new capital in Q3 2025, opening 833 new positions and adding to 30 existing holdings. Its largest new stake was Calamos Autocallable Income ETF: 716,519 shares worth $19.7M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, down from 3.4% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was Direxion HCM Tactical Enhanced US ETF, an estimated $4.05M trimmed.

  • Wealth Watch Advisors's largest Q3 2025 buy was Calamos Autocallable Income ETF: 716,519 shares worth $19.7M.
  • Wealth Watch Advisors added most to Invesco QQQ Trust in Q3 2025, an estimated $3.3M increase.
  • Wealth Watch Advisors's biggest Q3 2025 reduction was Direxion HCM Tactical Enhanced US ETF, cutting an estimated $4.05M.
  • Wealth Watch Advisors fully exited BP in Q3 2025, selling an estimated $514K.
  • Wealth Watch Advisors's ten largest holdings make up 57% of its $243M portfolio in Q3 2025.
  • Wealth Watch Advisors opened 833 new positions and closed 7 in Q3 2025.
  • Wealth Watch Advisors's portfolio value rose 40% quarter-over-quarter to $243M.

Based on Wealth Watch Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.