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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
DTE icon
751
DTE Energy
DTE
$29.5B
$990 ﹤0.01%
+7
New +$959
EQT icon
752
EQT Corp
EQT
$33B
$980 ﹤0.01%
+18
New +$951
REIT icon
753
ALPS Active REIT ETF
REIT
$57.7M
$965 ﹤0.01%
+36
New +$953
TM icon
754
Toyota
TM
$227B
$955 ﹤0.01%
+5
New +$942
NLOP
755
Net Lease Office Properties
NLOP
$174M
$949 ﹤0.01%
+32
New +$1K
STX icon
756
Seagate
STX
$193B
$944 ﹤0.01%
+4
New +$683
WHR icon
757
Whirlpool
WHR
$2.47B
$943 ﹤0.01%
+12
New +$1.1K
HUBS icon
758
HubSpot
HUBS
$11.9B
$936 ﹤0.01%
+2
New +$1.01K
REZ icon
759
iShares Residential and Multisector Real Estate ETF
REZ
$879M
$935 ﹤0.01%
+11
New +$915
HBAN icon
760
Huntington Bancshares
HBAN
$34.5B
$933 ﹤0.01%
+54
New +$923
BEN icon
761
Franklin Resources
BEN
$17.2B
$925 ﹤0.01%
+40
New +$989
QRVO icon
762
Qorvo
QRVO
$8.01B
$911 ﹤0.01%
+10
New +$890
ZBRA icon
763
Zebra Technologies
ZBRA
$13.7B
$891 ﹤0.01%
+3
New +$958
OVV icon
764
Ovintiv
OVV
$17B
$888 ﹤0.01%
+22
New +$897
EMN icon
765
Eastman Chemical
EMN
$8.01B
$883 ﹤0.01%
+14
New +$977
FSLR icon
766
First Solar
FSLR
$22.1B
$882 ﹤0.01%
+4
New +$768
LEN icon
767
Lennar Class A
LEN
$20.2B
$882 ﹤0.01%
+7
New +$869
VFC icon
768
VF Corp
VFC
$5.88B
$880 ﹤0.01%
+61
New +$820
BRKR icon
769
Bruker
BRKR
$9.79B
$877 ﹤0.01%
+27
New +$962
WSC icon
770
WillScot Mobile Mini Holdings
WSC
$4.35B
$866 ﹤0.01%
+41
New +$1.06K
HUBB icon
771
Hubbell
HUBB
$25B
$861 ﹤0.01%
+2
New +$861
DXC icon
772
DXC Technology
DXC
$1.82B
$859 ﹤0.01%
+63
New +$895
EXPD icon
773
Expeditors International
EXPD
$21.8B
$858 ﹤0.01%
+7
New +$832
LCID icon
774
Lucid Motors
LCID
$3.17B
$856 ﹤0.01%
+36
New +$813
SUB icon
775
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$854 ﹤0.01%
+8
New +$854
29 30
31
32 33

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.