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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
FIXD icon
51
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
$406K 0.25%
+9,456
New +$414K
SPYV icon
52
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$395K 0.25%
+7,721
New +$411K
COWZ icon
53
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$389K 0.24%
+6,879
New +$403K
FTCS icon
54
First Trust Capital Strength ETF
FTCS
$8.03B
$387K 0.24%
+4,411
New +$401K
XLK icon
55
State Street Technology Select Sector SPDR ETF
XLK
$112B
$369K 0.23%
+3,170
New +$369K
XLF icon
56
State Street Financial Select Sector SPDR ETF
XLF
$57.4B
$355K 0.22%
+7,346
New +$355K
QLD icon
57
ProShares Ultra QQQ
QLD
$12.2B
$344K 0.21%
+6,348
New +$340K
KNG icon
58
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.48B
$341K 0.21%
+6,786
New +$361K
GOOGL icon
59
Alphabet (Google) Class A
GOOGL
$4.08T
$339K 0.21%
+1,876
New +$328K
THTA icon
60
SoFi Enhanced Yield ETF
THTA
$53.8M
$339K 0.21%
+17,743
New +$337K
XLC icon
61
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$330K 0.21%
+3,408
New +$325K
JPM icon
62
JPMorgan Chase
JPM
$950B
$329K 0.2%
+1,363
New +$317K
TDIV icon
63
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.11B
$313K 0.19%
+3,985
New +$319K
FTSL icon
64
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$303K 0.19%
+6,553
New +$303K
SPYD icon
65
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$284K 0.18%
+6,573
New +$298K
IVOO icon
66
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.75B
$280K 0.17%
+2,658
New +$289K
XLI icon
67
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$279K 0.17%
+2,116
New +$292K
UNH icon
68
UnitedHealth
UNH
$389B
$244K 0.15%
+503
New +$286K
CVS icon
69
CVS Health
CVS
$140B
$225K 0.14%
+4,862
New +$273K
SPXL icon
70
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.57B
$223K 0.14%
+1,321
New +$230K
SRLN icon
71
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$209K 0.13%
+5,008
New +$209K
FMDE icon
72
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.74B
$203K 0.13%
+6,182
New +$207K
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.