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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
XLC icon
76
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$301K 0.12%
2,546
-215
-8% -$23.9K
IUSB icon
77
iShares Core Universal USD Bond ETF
IUSB
$42.9B
$295K 0.12%
+6,326
New +$293K
CLOI icon
78
VanEck CLO ETF
CLOI
$1.49B
$291K 0.12%
5,484
-528
-9% -$28K
XLI icon
79
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$283K 0.12%
1,838
-155
-8% -$23.5K
XLF icon
80
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$282K 0.12%
5,228
-368
-7% -$19.5K
AIRR icon
81
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.53B
$268K 0.11%
2,777
-1,366
-33% -$122K
GRNY
82
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.18B
$264K 0.11%
+10,545
New +$249K
JAAA icon
83
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$257K 0.11%
5,067
+67
+1% +$3.4K
BUFZ icon
84
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1B
$234K 0.1%
9,052
-8,174
-47% -$208K
BITQ icon
85
Bitwise Crypto Industry Innovators ETF
BITQ
$355M
$234K 0.1%
+9,334
New +$198K
SPXL icon
86
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.27B
$220K 0.09%
1,040
-229
-18% -$43.7K
ORCL icon
87
Oracle
ORCL
$339B
$220K 0.09%
781
-920
-54% -$234K
ABBV icon
88
AbbVie
ABBV
$465B
$210K 0.09%
+908
New +$185K
HYBL icon
89
State Street Blackstone High Income ETF
HYBL
$569M
$207K 0.09%
7,242
-335
-4% -$9.56K
BTC
90
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$198K 0.08%
+3,915
New +$199K
ETHW
91
Bitwise Ethereum ETF
ETHW
$198M
$192K 0.08%
+6,454
New +$181K
ROK icon
92
Rockwell Automation
ROK
$51.1B
$188K 0.08%
+538
New +$186K
IVOO icon
93
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.68B
$188K 0.08%
+1,703
New +$185K
LLY icon
94
Eli Lilly
LLY
$1.08T
$186K 0.08%
244
-253
-51% -$188K
MCK icon
95
McKesson
MCK
$104B
$180K 0.07%
+233
New +$164K
THTA icon
96
SoFi Enhanced Yield ETF
THTA
$53.4M
$172K 0.07%
11,361
-1,213
-10% -$18.3K
VXUS icon
97
Vanguard Total International Stock ETF
VXUS
$151B
$170K 0.07%
+2,313
New +$164K
GTO icon
98
Invesco Total Return Bond ETF
GTO
$2.42B
$167K 0.07%
+3,510
New +$165K
SJNK icon
99
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$167K 0.07%
+6,511
New +$166K
BOND icon
100
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$160K 0.07%
+1,711
New +$158K
2 3
4
5 6

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 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.