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
MBLY icon
1826
Mobileye
MBLY
$7.98B
$14.4K ﹤0.01%
+2,100
FALN icon
1827
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$14.4K ﹤0.01%
+539
BTCW icon
1828
WisdomTree Bitcoin Fund
BTCW
$130M
$14.3K ﹤0.01%
+200
UBS icon
1829
UBS Group
UBS
$154B
$14.3K ﹤0.01%
+367
NKTR icon
1830
Nektar Therapeutics
NKTR
$1.94B
$14.3K ﹤0.01%
+199
FTAG icon
1831
First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF
FTAG
$15.4M
$14.2K ﹤0.01%
+481
BGC icon
1832
BGC Group
BGC
$5.2B
$14.2K ﹤0.01%
+1,450
CIFR icon
1833
Cipher Digital Inc
CIFR
$9.18B
$14.2K ﹤0.01%
+1,100
TPB icon
1834
Turning Point Brands
TPB
$1.68B
$14.1K ﹤0.01%
+163
SOBO
1835
South Bow Corp
SOBO
$7.69B
$14.1K ﹤0.01%
+422
FOUR icon
1836
Shift4
FOUR
$3.02B
$14K ﹤0.01%
+320
EL icon
1837
Estee Lauder
EL
$30.2B
$13.8K ﹤0.01%
+192
FBIN icon
1838
Fortune Brands Innovations
FBIN
$4.66B
$13.8K ﹤0.01%
+353
AFRM icon
1839
Affirm
AFRM
$21.3B
$13.7K ﹤0.01%
300
-3,505
DJT icon
1840
Trump Media & Technology Group
DJT
$2.29B
$13.7K ﹤0.01%
+1,471
VAC icon
1841
Marriott Vacations Worldwide
VAC
$3.07B
$13.6K ﹤0.01%
+209
CFR icon
1842
Cullen/Frost Bankers
CFR
$8.8B
$13.6K ﹤0.01%
+99
IEDI icon
1843
iShares US Consumer Focused ETF
IEDI
$27.1M
$13.5K ﹤0.01%
+250
SIGI icon
1844
Selective Insurance
SIGI
$5.3B
$13.5K ﹤0.01%
+179
STM icon
1845
STMicroelectronics
STM
$62.9B
$13.5K ﹤0.01%
+390
ECON icon
1846
Columbia Emerging Markets Consumer ETF
ECON
$331M
$13.4K ﹤0.01%
+466
ERX icon
1847
Direxion Daily Energy Bull 2X ETF
ERX
$251M
$13.4K ﹤0.01%
+130
OSEA icon
1848
Harbor International Compounders ETF
OSEA
$479M
$13.3K ﹤0.01%
+460
PNQI icon
1849
Invesco NASDAQ Internet ETF
PNQI
$533M
$13.3K ﹤0.01%
+297
ALLE icon
1850
Allegion
ALLE
$11.2B
$13.3K ﹤0.01%
+91