Wealth Watch Advisors Inc. Portfolio
Invests via Wealth Watch Advisors Inc. | Managed by David A. Shields, William E. Gastl, Tyrone Clark
Invests via Wealth Watch Advisors Inc.
Managed by David A. Shields, William E. Gastl, Tyrone Clark
Automatically Tracked
Company Profile
Serving high-net-worth families and institutional clients, the firm provides discretionary wealth management, fiduciary advisory and multi-asset portfolio construction across equities, fixed income and alternatives. Wealth Watch Advisors Inc. deploys concentrated and tactical equity strategies alongside liability-aware fixed-income sleeves, with an emphasis on tax-efficient implementation and customized reporting for financial advisors and family offices. Fee model mixes AUM fees and performance overlays; regulatory filings indicate SEC-registered investment adviser status and a team with prior roles at national custodians and asset managers.
Serving high-net-worth families and institutional clients, the firm provides discretionary wealth management, fiduciary advisory and multi-asset portfolio construction across equities, fixed income and alternatives. Wealth Watch Advisors Inc. deploys concentrated and tactical equity strategies alongside liability-aware fixed-income sleeves, with an emphasis on tax-efficient implementation and customized reporting for financial advisors and family offices. Fee model mixes AUM fees and performance overlays; regulatory filings indicate SEC-registered investment adviser status and a team with prior roles at national custodians and asset managers.
Investment Philosophy & Strategy
Favors a fiduciary, multi‑asset approach that blends concentrated, tactical equity exposures with liability‑aware fixed‑income sleeves to serve high‑net‑worth and institutional clients. Emphasizes tax‑efficient implementation, customized reporting and active risk budgeting to align portfolios with cash flow and horizon needs. Capital deployment mixes discretionary mandates, fee‑for‑AUM models and performance overlays; underwriting relies on manager selection, direct equity concentration and operational experience from custodial and asset‑management backgrounds.
Favors a fiduciary, multi‑asset approach that blends concentrated, tactical equity exposures with liability‑aware fixed‑income sleeves to serve high‑net‑worth and institutional clients. Emphasizes tax‑efficient implementation, customized reporting and active risk budgeting to align portfolios with cash flow and horizon needs. Capital deployment mixes discretionary mandates, fee‑for‑AUM models and performance overlays; underwriting relies on manager selection, direct equity concentration and operational experience from custodial and asset‑management backgrounds.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.94%
Gain
Monthly
0.16%
Yearly
1.9%
Drawdown
19%
$260.99M
Equity
Holdings
$260.99M
Investment
$231.35M
$34.42M
Profit -$3.75M
Realized
$4.78M
Unrealized
$29.64M
Dividends
$6.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.75M
Win %
70%
This Week
Compared To Last Week
Gain
-1.35%
Profit
-$3.57M
Win %
70%
This Month
Compared to last month
Gain
-1.3%
Profit
-$3.43M
Win %
70%
This Year
Compared to last year
Gain
9.4%
Profit
$22.42M
Win %
68%
SYK Stryker Corporation
+3.92%
+$41,151.56 
MRK Merck & Co., Inc.
+3.07%
+$6,549.12 
MCD McDonald's Corporation
+3.05%
+$16,733.49 
COST Costco Wholesale Corporation
+2.9%
+$8,891.08 
MA Mastercard Incorporated
+2.58%
+$8,551.49 
V Visa Inc. Class A
+2.37%
+$7,258.04 
WMT Walmart Inc.
+2.12%
+$9,485.91 
PG Procter & Gamble Co
+2.01%
+$26,003.48 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.74%
+$5,800.93 
HD The Home Depot, Inc.
+1.49%
+$5,222.24 
AAPL Apple Inc.
+1.46%
+$61,903.1 
LLY Eli Lilly and Company
+1.4%
+$6,879.91 
LNT Alliant Energy Corporation
+1.23%
+$3,167.56 
MSFT Microsoft Corp.
+1.15%
+$16,244.16 
EMLP First Trust North American Energy Infrastructure Fund
+1%
+$5,742 
VOE Vanguard Mid-Cap Value ETF
+0.97%
+$2,558.41 
XLE Energy Select Sector SPDR Fund
+0.92%
+$8,236.8 
IWS iShares Russell Mid-Cap Value ETF
+0.9%
+$2,292.19 
XLB Materials Select Sector SPDR Fund
+0.44%
+$3,653.32 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$4,474.64 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$3,130.04 
CVS CVS Health Corporation
+0.24%
+$1,358.5 
YQQQ YieldMax N100 Short Option Income Fund
+0.2%
+$256.88 
FTGS First Trust Growth Strength ETF
+0.18%
+$1,936.55 
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$2,729.76 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.15%
+$451.63 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$418.32 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$88.94 
HYBL SPDR Blackstone High Income Fund
+0.04%
+$625.08 
FTSL First Trust Senior Loan ETF
+0.03%
+$182.06 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,853.58 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.01%
+$17.35 
GLW Corning Incorporated
-9.82%
-$27,939.84 
SPRX Spear Alpha ETF
-6.71%
-$241,648.2 
ORCL Oracle Corporation
-6.49%
-$13,751.4 
TQQQ ProShares UltraPro QQQ
-5.98%
-$116,354.15 
AVGO Broadcom Inc.
-5.52%
-$65,383.56 
GOOGL Alphabet Inc
-4.78%
-$69,706.56 
GOOG Alphabet Inc
-4.7%
-$14,363.25 
CAT Caterpillar Inc.
-4.45%
-$90,572.09 
SMH VanEck Semiconductor ETF
-4.33%
-$81,581.15 
GIAX Nicholas Global Equity and Income ETF
-4.3%
-$7,184.1 
SOXY YieldMax Target 12 Semiconductor Option Income ETF
-4.29%
-$45,287.29 
SIVR abrdn Physical Silver Shares ETF
-3.95%
-$106,356.04 
SLV iShares Silver Trust
-3.93%
-$105,638.55 
PLTM GraniteShares Platinum Trust
-3.6%
-$166,021.52 
CMI Cummins Inc.
-3.12%
-$8,232.84 
NVDA NVIDIA Corporation
-2.98%
-$59,253.64 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.98%
-$11,777.67 
PWR Quanta Services Inc.
-2.96%
-$8,309.27 
ARKW ARK Next Generation Internet ETF
-2.95%
-$9,452.31 
HCMT Direxion HCM Tactical Enhanced US ETF
-2.94%
-$470,697.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.93%
-$17,612.53 
META Meta Platforms Inc Class A
-2.91%
-$17,404.04 
ARKF Ark Fintech Innovation ETF
-2.71%
-$6,183.55 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$71,223.6 
GOLI Defiance Gold Enhanced Options Income ETF
-2.6%
-$3,509.69 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-2.48%
-$13,642.49 
VGT Vanguard Information Technology ETF
-2.35%
-$41,121.92 
QQH HCM Defender 100 Index ETF
-2.35%
-$718,613.67 
SGOL abrdn Physical Gold Shares ETF
-2.06%
-$97,887.55 
CSCO Cisco Systems, Inc.
-2.03%
-$9,795.05 
IAU iShares Gold Trust
-2.02%
-$80,217.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.01%
-$36,926.74 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$277,283.4 
AMZN Amazon.com Inc
-1.85%
-$20,321.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.78%
-$12,266.48 
VUG Vanguard Growth ETF
-1.74%
-$45,945.9 
ILDR First Trust Innovation Leaders ETF
-1.64%
-$46,536.84 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.57%
-$45,245.4 
JPM JPMorgan Chase & Co.
-1.42%
-$9,850.02 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.38%
-$13,070.75 
IBIT iShares Bitcoin Trust
-1.32%
-$12,081.96 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.3%
-$10,976.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$3,380.26 
TSLA Tesla, Inc.
-1.24%
-$6,899.2 
BITB Bitwise Bitcoin ETF
-1.23%
-$11,285.2 
LGH HCM Defender 500 Index ETF
-1.22%
-$268,432.52 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.18%
-$16,534.35 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.9%
-$2,374.08 
BUFQ FT Nasdaq Buffer ETF July.
-0.86%
-$4,958.34 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$55,298.88 
VOO Vanguard S&P 500 ETF
-0.84%
-$95,174.46 
IVV iShares Core S&P 500 ETF
-0.83%
-$5,912.22 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.83%
-$4,335.03 
SHLD Global X Defense Tech ETF
-0.81%
-$8,063.93 
SPYT Defiance S&P 500 Target Income ETF
-0.69%
-$2,382.24 
CAIE Calamos Autocallable Income ETF
-0.61%
-$136,959.73 
BIGY YieldMax Target 12 Big 50 Option Income ETF
-0.6%
-$2,905.86 
AFLG First Trust Active Factor Large Cap ETF
-0.46%
-$3,869.89 
ZHDG Zega Buy and Hedge ETF
-0.45%
-$22,073.64 
SDTY YieldMax S&P 500 0DTE Collateralized Call Strategy ETF
-0.43%
-$1,374.81 
IWM iShares Russell 2000 ETF
-0.41%
-$9,425.92 
BUFR FT Vestladder Buffer ETF-USD I
-0.37%
-$22,369.63 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.22%
-$8,348.92 
XLI Industrial Select Sector SPDR Fund
-0.22%
-$1,935.18 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.21%
-$752.52 
CLOI VanEck CLO ETF
-0.09%
-$351 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$775.24 
HYLS FT Tactical High Yield ETF
-0.06%
-$305.05 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.06%
-$183.59 
FBND Fidelity Total Bond ETF
-0.06%
-$742.87 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.05%
-$2,210.46 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$108.8 
GTO Invesco Total Return Bond ETF
-0.03%
-$110.08 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$286.6 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$109.23 
FLTR VanEck IG Floating Rate ETF
0%
-$8.02 Events
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Dividends
Dividend Analysis
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| Trades 1930 | Longs Won 795/1930 41% | Profit Factor 6.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $186,333.68 |
| Average Win $51,609.59 | Best Trade (Jul 13) $6.27M | Sharpe Ratio -13.7 |
| Average Loss -$5,824.28 | Worst Trade (Jul 10) -$422,261.3 | Z-Score -5.43 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 5d | Expectancy $17,833.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
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Returns
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