WWM

Western Wealth Management Portfolio holdings

AUM $2.73B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,679
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$17.9M
3 +$14M
4
MSFT icon
Microsoft
MSFT
+$9.57M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$9.25M

Sector Composition

1 Technology 11.95%
2 Financials 5.93%
3 Consumer Discretionary 3.5%
4 Communication Services 3.26%
5 Healthcare 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WCN
1451
Waste Connections
WCN
$39.4B
$40.8K ﹤0.01%
+251
WSO icon
1452
Watsco Inc
WSO
$15.1B
$40.7K ﹤0.01%
+112
BDX icon
1453
Becton Dickinson
BDX
$41.7B
$40.6K ﹤0.01%
+258
LNT icon
1454
Alliant Energy
LNT
$18.8B
$40.5K ﹤0.01%
+565
FSIG icon
1455
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.54B
$40.5K ﹤0.01%
+2,140
KEY icon
1456
KeyCorp
KEY
$23.6B
$40.5K ﹤0.01%
+2,019
TBLU
1457
Tortoise Global Water ETF
TBLU
$52.8M
$40.4K ﹤0.01%
+802
BTCO icon
1458
Invesco Galaxy Bitcoin ETF
BTCO
$404M
$40.3K ﹤0.01%
+598
AKRE
1459
Akre Focus ETF
AKRE
$6.03B
$40.2K ﹤0.01%
+760
PFG icon
1460
Principal Financial Group
PFG
$22.7B
$40K ﹤0.01%
+443
CVSB icon
1461
Calvert Ultra-Short Investment Grade ETF
CVSB
$208M
$39.9K ﹤0.01%
+788
ARKX icon
1462
ARK Space & Defense Innovation ETF
ARKX
$991M
$39.8K ﹤0.01%
+1,355
VTR icon
1463
Ventas
VTR
$39.9B
$39.6K ﹤0.01%
+484
LAMR icon
1464
Lamar Advertising Co
LAMR
$15.4B
$39.5K ﹤0.01%
+312
WDAY icon
1465
Workday
WDAY
$35.6B
$39.5K ﹤0.01%
+304
NML
1466
Neuberger Energy Infrastructure and Income Fund Inc
NML
$573M
$39.4K ﹤0.01%
+3,750
ABM icon
1467
ABM Industries
ABM
$2.49B
$39.3K ﹤0.01%
+1,019
VIOV icon
1468
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.73B
$39.2K ﹤0.01%
+386
CCJ icon
1469
Cameco
CCJ
$45.1B
$39.2K ﹤0.01%
+361
CRDO icon
1470
Credo Technology Group
CRDO
$38.2B
$38.5K ﹤0.01%
+410
CWB icon
1471
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.07B
$38.4K ﹤0.01%
+420
CHD icon
1472
Church & Dwight Co
CHD
$22.9B
$38.2K ﹤0.01%
+409
EBAY icon
1473
eBay
EBAY
$48.6B
$38.1K ﹤0.01%
+419
AWI icon
1474
Armstrong World Industries
AWI
$6.62B
$38.1K ﹤0.01%
+231
DHC
1475
Diversified Healthcare Trust
DHC
$2.07B
$38K ﹤0.01%
+5,729