WWM
Western Wealth Management Portfolio holdings
AUM
$1.89B
1-Year Est. Return
20.59%
1 Year Est. Return
+20.59%
AUM
$1.89B
AUM Growth
+$211M
(+13%)
Holding
789
Top Buys
| 1 | +$10.2M | |
| 2 | +$7.9M | |
| 3 | +$6.69M | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$3.21M |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$2.94M |
Top Sells
| 1 | +$3.76M | |
| 2 | +$2.82M | |
| 3 | +$2.08M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.83M |
| 5 |
iShares US Technology ETF
IYW
|
+$1.76M |
Sector Composition
| 1 | Technology | 13.8% |
| 2 | Financials | 6.66% |
| 3 | Consumer Discretionary | 3.96% |
| 4 | Communication Services | 3.31% |
| 5 | Industrials | 2.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Brown & Brown
BRO
$27.2B
| – | – |
-1,902
|
|
||
777
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.37B
| – | – |
-24,992
|
|
||
778
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
| – | – |
-9,295
|
|
||
779
ChargePoint
CHPT
$195M
| – | – |
-619
|
|
||
780
Centene
CNC
$19.1B
| – | – |
-4,998
|
|
||
781
WisdomTree Dynamic International Equity Fund
DDWM
$1.03B
| – | – |
-9,495
|
|
||
782
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
| – | – |
-2,532
|
|
||
783
JetBlue
JBLU
$1.71B
| – | – |
-42,810
|
|
||
784
Kimberly-Clark
KMB
$35.2B
| – | – |
-1,600
|
|
||
785
Mondelez International
MDLZ
$72.3B
| – | – |
-3,332
|
|
||
786
IQ MacKay Municipal Intermediate ETF
MMIT
$1.25B
| – | – |
-27,631
|
|
||
787
Schwab US Aggregate Bond ETF
SCHZ
$9.35B
| – | – |
-11,029
|
|
||
788
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
| – | – |
-2,706
|
|
||
789
ProShares Russell 2000 Dividend Growers ETF
SMDV
$633M
| – | – |
-4,185
|
|