WWM
Western Wealth Management Portfolio holdings
AUM
$2.17B
1-Year Est. Return
20.06%
This Fund
S&P 500
1 Year Est. Return
+20.06%
AUM
$2.17B
AUM Growth
+$277M
(+15%)
Holding
856
Top Buys
| 1 | +$15.8M | |
| 2 | +$9.64M | |
| 3 | +$8.07M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$7.11M |
| 5 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
+$6.49M |
Top Sells
| 1 | +$2.21M | |
| 2 | +$1.42M | |
| 3 | +$1.33M | |
| 4 |
Oracle
ORCL
|
+$1.02M |
| 5 |
Vertiv
VRT
|
+$909K |
Sector Composition
| 1 | Technology | 12.42% |
| 2 | Financials | 6.01% |
| 3 | Consumer Discretionary | 3.47% |
| 4 | Communication Services | 3.17% |
| 5 | Healthcare | 2.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Energy Fuels
UUUU
$4.86B
| – | – |
-10,160
|
|
||
|
VTLE
852
DELISTED
Vital Energy
VTLE
| – | – |
-17,326
|
|
||
853
W.R. Berkley
WRB
$26.2B
| – | – |
-2,654
|
|
||
|
ALMS
854
Alumis Inc
ALMS
$3.48B
| – | – |
-12,035
|
|
||
|
CRCL
855
Circle Internet Group
CRCL
$25.3B
| – | – |
-1,593
|
|
||
856
Invesco S&P 100 Equal Weight ETF
EQWL
$2.28B
| – | – |
-1,780
|
|