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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
HPE icon
651
Hewlett Packard
HPE
$63.4B
$2.09K ﹤0.01%
+85
New +$1.88K
SAN icon
652
Banco Santander
SAN
$202B
$2.09K ﹤0.01%
+199
New +$1.85K
CDW icon
653
CDW
CDW
$18.9B
$2.07K ﹤0.01%
+13
New +$2.21K
XYL icon
654
Xylem
XYL
$27.3B
$2.06K ﹤0.01%
+14
New +$1.94K
FDS icon
655
Factset
FDS
$9.36B
$2K ﹤0.01%
+7
New +$2.67K
BAH icon
656
Booz Allen Hamilton
BAH
$8.39B
$2K ﹤0.01%
+20
New +$2.14K
KMB icon
657
Kimberly-Clark
KMB
$36.3B
$1.99K ﹤0.01%
+16
New +$2.07K
RACE icon
658
Ferrari
RACE
$69.3B
$1.94K ﹤0.01%
+4
New +$1.92K
PVH icon
659
PVH
PVH
$4B
$1.93K ﹤0.01%
+23
New +$1.81K
NUE icon
660
Nucor
NUE
$58.6B
$1.9K ﹤0.01%
+14
New +$1.98K
CVNA icon
661
Carvana
CVNA
$68.6B
$1.89K ﹤0.01%
+25
New +$1.79K
ESS icon
662
Essex Property Trust
ESS
$18.3B
$1.87K ﹤0.01%
+7
New +$1.89K
ON icon
663
ON Semiconductor
ON
$31.8B
$1.87K ﹤0.01%
+38
New +$2K
BFAM icon
664
Bright Horizons
BFAM
$3.92B
$1.85K ﹤0.01%
+17
New +$1.97K
CCK icon
665
Crown Holdings
CCK
$12.8B
$1.83K ﹤0.01%
+19
New +$1.91K
SRE icon
666
Sempra
SRE
$57.9B
$1.8K ﹤0.01%
+20
New +$1.62K
XHR
667
Xenia Hotels & Resorts
XHR
$1.9B
$1.8K ﹤0.01%
+131
New +$1.78K
AVY icon
668
Avery Dennison
AVY
$13B
$1.78K ﹤0.01%
+11
New +$1.9K
CNC icon
669
Centene
CNC
$30.7B
$1.78K ﹤0.01%
+50
New +$1.51K
ALSN icon
670
Allison Transmission
ALSN
$9.5B
$1.78K ﹤0.01%
+21
New +$1.87K
LBRDK icon
671
Liberty Broadband Class C
LBRDK
$4.88B
$1.78K ﹤0.01%
+28
New +$1.96K
KHC icon
672
Kraft Heinz
KHC
$30.7B
$1.77K ﹤0.01%
+68
New +$1.85K
RELX icon
673
RELX
RELX
$61.8B
$1.77K ﹤0.01%
+37
New +$1.83K
VIK icon
674
Viking Holdings
VIK
$46.6B
$1.74K ﹤0.01%
+28
New +$1.67K
DLR icon
675
Digital Realty Trust
DLR
$69.7B
$1.73K ﹤0.01%
+10
New +$1.71K
25 26
27
28 29

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.