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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
(+40%)
Cap. Flow
+$52.1M
Cap. Flow
% of AUM
21.47%
Top 10 Holdings %
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 |
Invesco QQQ Trust
QQQ
|
+$3.3M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.25M |
| 4 |
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 |
Direxion HCM Tactical Enhanced US ETF
HCMT
|
+$4.05M |
| 2 |
First Trust Technology AlphaDEX Fund
FXL
|
+$2.52M |
| 3 |
Stryker
SYK
|
+$1.24M |
| 4 |
Costco
COST
|
+$885K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
626
Marvell Technology
MRVL
$168B
| $2.27K | ﹤0.01% |
+27
| New | +$1.99K |
|
627
United Parcel Service
UPS
$88.6B
| $2.25K | ﹤0.01% |
+27
| New | +$2.45K |
|
628
Wheaton Precious Metals
WPM
$49.5B
| $2.24K | ﹤0.01% |
+20
| New | +$1.95K |
|
629
Crown Castle
CCI
$33.3B
| $2.22K | ﹤0.01% |
23
-70
| -75% | -$7.08K |
|
630
State Street
STT
$50.6B
| $2.2K | ﹤0.01% |
+19
| New | +$2.12K |
|
631
Teradyne
TER
$57.6B
| $2.2K | ﹤0.01% |
+16
| New | +$1.75K |
|
632
Asbury Automotive
ABG
$4.31B
| $2.2K | ﹤0.01% |
+9
| New | +$2.19K |
|
633
iShares Core S&P US Value ETF
IUSV
$27.2B
| $2.2K | ﹤0.01% |
+22
| New | +$2.14K |
|
634
Pool Corp
POOL
$6.75B
| $2.17K | ﹤0.01% |
+7
| New | +$2.19K |
|
635
Dover
DOV
$27.6B
| $2.17K | ﹤0.01% |
+13
| New | +$2.33K |
|
636
WisdomTree India Earnings Fund ETF
EPI
$2.06B
| $2.17K | ﹤0.01% |
+49
| New | +$2.22K |
|
637
Domino's
DPZ
$11.5B
| $2.16K | ﹤0.01% |
+5
| New | +$2.27K |
|
638
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
| $2.16K | ﹤0.01% |
+75
| New | +$2.15K |
|
639
Elanco Animal Health
ELAN
$13.2B
| $2.15K | ﹤0.01% |
+107
| New | +$1.79K |
|
640
CF Industries
CF
$19.2B
| $2.15K | ﹤0.01% |
+24
| New | +$2.14K |
|
641
Affiliated Managers Group
AMG
$9.69B
| $2.15K | ﹤0.01% |
+9
| New | +$1.98K |
|
642
Healthpeak Properties
DOC
$15.1B
| $2.15K | ﹤0.01% |
+112
| New | +$2.01K |
|
643
iShares Core S&P US Growth ETF
IUSG
$31.7B
| $2.14K | ﹤0.01% |
+13
| New | +$2.04K |
|
644
UMB Financial
UMBF
$11.1B
| $2.13K | ﹤0.01% |
+18
| New | +$2.08K |
|
645
AvalonBay Communities
AVB
$26.5B
| $2.13K | ﹤0.01% |
+11
| New | +$2.14K |
|
646
IDEX
IEX
$17B
| $2.12K | ﹤0.01% |
+13
| New | +$2.2K |
|
647
ING
ING
$99.8B
| $2.11K | ﹤0.01% |
+81
| New | +$1.95K |
|
648
Norfolk Southern
NSC
$75.4B
| $2.1K | ﹤0.01% |
+7
| New | +$1.95K |
|
649
Saia
SAIA
$9.25B
| $2.1K | ﹤0.01% |
+7
| New | +$2.11K |
|
650
Johnson Controls International
JCI
$88.8B
| $2.09K | ﹤0.01% |
+19
| New | +$2.03K |
|
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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.