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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
QQH icon
1
HCM Defender 100 Index ETF
QQH
$727M
$23.8M 14.84%
+355,575
New +$23.4M
CWB icon
2
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.66B
$18M 11.23%
+231,611
New +$18.3M
LGH icon
3
HCM Defender 500 Index ETF
LGH
$570M
$17.8M 11.06%
+341,241
New +$17.9M
HCMT icon
4
Direxion HCM Tactical Enhanced US ETF
HCMT
$575M
$16.2M 10.07%
+448,507
New +$16.5M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$973B
$8.36M 5.2%
+15,510
New +$8.4M
SPYG icon
6
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$6.35M 3.95%
+72,204
New +$6.24M
SPAB icon
7
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.83B
$5.98M 3.72%
+239,160
New +$6.08M
QQQ icon
8
Invesco QQQ Trust
QQQ
$463B
$5.67M 3.53%
+11,093
New +$5.61M
FXL icon
9
First Trust Technology AlphaDEX Fund
FXL
$2.49B
$2.8M 1.74%
+18,862
New +$2.79M
ILDR icon
10
First Trust Innovation Leaders ETF
ILDR
$298M
$2.79M 1.74%
+109,340
New +$2.81M
DNL icon
11
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$474M
$2.71M 1.69%
+75,456
New +$2.84M
MDYG icon
12
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.79B
$2.55M 1.58%
+29,291
New +$2.63M
SLYG icon
13
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.03B
$2.45M 1.53%
+27,157
New +$2.57M
MSFT icon
14
Microsoft
MSFT
$2.99T
$2.1M 1.31%
+4,957
New +$2.11M
SOXX icon
15
iShares Semiconductor ETF
SOXX
$43.9B
$2.1M 1.31%
+9,737
New +$2.17M
HYG icon
16
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
$2.04M 1.27%
+25,976
New +$2.06M
TQQQ icon
17
ProShares UltraPro QQQ
TQQQ
$32.9B
$1.94M 1.21%
+48,934
New +$1.93M
VUG icon
18
Vanguard Growth ETF
VUG
$221B
$1.93M 1.2%
+28,284
New +$1.9M
BUFD icon
19
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$1.57M 0.98%
+61,446
New +$1.56M
SPRX icon
20
Spear Alpha ETF
SPRX
$211M
$1.5M 0.94%
+55,454
New +$1.41M
PG icon
21
Procter & Gamble
PG
$347B
$1.48M 0.92%
+8,810
New +$1.5M
IVW icon
22
iShares S&P 500 Growth ETF
IVW
$73.5B
$1.35M 0.84%
+13,300
New +$1.33M
SYK icon
23
Stryker
SYK
$122B
$1.29M 0.8%
+3,579
New +$1.33M
BUFR icon
24
FT Vest Fund of Buffer ETFs
BUFR
$10B
$1.26M 0.79%
+41,423
New +$1.26M
IWM icon
25
iShares Russell 2000 ETF
IWM
$81.2B
$1.26M 0.79%
+5,710
New +$1.3M
1
2 3

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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
TGIA
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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.