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
TBLL icon
1651
Invesco Short Term Treasury ETF
TBLL
$2.52B
$22.7K ﹤0.01%
+215
POWL icon
1652
Powell Industries
POWL
$10.9B
$22.7K ﹤0.01%
+126
EMN icon
1653
Eastman Chemical
EMN
$8.28B
$22.7K ﹤0.01%
+297
FXN icon
1654
First Trust Energy AlphaDEX Fund
FXN
$1.24B
$22.7K ﹤0.01%
+1,009
QFLR icon
1655
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$508M
$22.6K ﹤0.01%
+680
VRSK icon
1656
Verisk Analytics
VRSK
$23.6B
$22.6K ﹤0.01%
+119
WHR icon
1657
Whirlpool
WHR
$2.59B
$22.6K ﹤0.01%
+420
TRN icon
1658
Trinity Industries
TRN
$2.59B
$22.5K ﹤0.01%
+700
AMKR icon
1659
Amkor Technology
AMKR
$18.3B
$22.5K ﹤0.01%
+500
FAS icon
1660
Direxion Daily Financial Bull 3x ETF
FAS
$2.16B
$22.5K ﹤0.01%
+190
DWM icon
1661
WisdomTree International Equity Fund
DWM
$657M
$22.5K ﹤0.01%
+322
UUUU icon
1662
Energy Fuels
UUUU
$4.34B
$22.4K ﹤0.01%
+1,230
BBUS icon
1663
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.1B
$22.4K ﹤0.01%
+191
WFC.PRL icon
1664
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.59B
$22.4K ﹤0.01%
+19
BLES icon
1665
Inspire Global Hope ETF
BLES
$155M
$22.2K ﹤0.01%
+500
PPG icon
1666
PPG Industries
PPG
$25B
$22.1K ﹤0.01%
+207
BIDU icon
1667
Baidu
BIDU
$45.9B
$22.1K ﹤0.01%
+198
VTRS icon
1668
Viatris
VTRS
$18.5B
$22K ﹤0.01%
+1,625
DBMF icon
1669
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.83B
$21.9K ﹤0.01%
+728
NBB icon
1670
Nuveen Taxable Municipal Income Fund
NBB
$464M
$21.9K ﹤0.01%
+1,400
FDV icon
1671
Federated Hermes US Strategic Dividend ETF
FDV
$789M
$21.9K ﹤0.01%
+711
YLDE icon
1672
ClearBridge Dividend Strategy ESG ETF
YLDE
$157M
$21.8K ﹤0.01%
+403
NBIX icon
1673
Neurocrine Biosciences
NBIX
$16.8B
$21.7K ﹤0.01%
+165
DPST icon
1674
Direxion Daily Regional Banks Bull 3X ETF
DPST
$474M
$21.6K ﹤0.01%
+224
WCMI
1675
First Trust WCM International Equity ETF
WCMI
$1.43B
$21.6K ﹤0.01%
+1,290