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
ZBRA icon
2151
Zebra Technologies
ZBRA
$11.1B
$5.54K ﹤0.01%
+27
RUM icon
2152
Rumble
RUM
$1.6B
$5.53K ﹤0.01%
+1,084
ALMS
2153
Alumis Inc
ALMS
$2.46B
$5.51K ﹤0.01%
+250
MAT icon
2154
Mattel
MAT
$4.08B
$5.48K ﹤0.01%
+377
SATL icon
2155
Satellogic
SATL
$1.02B
$5.44K ﹤0.01%
+1,000
RVTY icon
2156
Revvity
RVTY
$10.9B
$5.43K ﹤0.01%
+62
DSL
2157
DoubleLine Income Solutions Fund
DSL
$1.24B
$5.42K ﹤0.01%
+500
DKNG icon
2158
DraftKings
DKNG
$12.3B
$5.4K ﹤0.01%
+250
HYHG icon
2159
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$173M
$5.4K ﹤0.01%
+85
CROX icon
2160
Crocs
CROX
$5.86B
$5.4K ﹤0.01%
+65
BBAI icon
2161
BigBear.ai
BBAI
$1.98B
$5.39K ﹤0.01%
+1,532
LMND icon
2162
Lemonade
LMND
$3.89B
$5.39K ﹤0.01%
+86
LSCC icon
2163
Lattice Semiconductor
LSCC
$18.3B
$5.38K ﹤0.01%
+58
FCA icon
2164
First Trust China AlphaDEX Fund
FCA
$99.9M
$5.35K ﹤0.01%
+171
TGLS icon
2165
Tecnoglass
TGLS
$1.87B
$5.35K ﹤0.01%
+120
H icon
2166
Hyatt Hotels
H
$18.2B
$5.33K ﹤0.01%
+37
TMC icon
2167
TMC The Metals Company
TMC
$2.21B
$5.33K ﹤0.01%
+1,141
SIMO icon
2168
Silicon Motion
SIMO
$8.83B
$5.31K ﹤0.01%
+47
TNL icon
2169
Travel + Leisure Co
TNL
$4.46B
$5.25K ﹤0.01%
+76
LMAT icon
2170
LeMaitre Vascular
LMAT
$2.16B
$5.24K ﹤0.01%
+48
IUS icon
2171
Invesco RAFI Strategic US ETF
IUS
$848M
$5.21K ﹤0.01%
+90
IGLB icon
2172
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.61B
$5.21K ﹤0.01%
+105
ALNT icon
2173
Allient
ALNT
$1.42B
$5.2K ﹤0.01%
+88
BKAG icon
2174
BNY Mellon Core Bond ETF
BKAG
$2.11B
$5.16K ﹤0.01%
+122
AOD
2175
abrdn Total Dynamic Dividend Fund
AOD
$1.07B
$5.14K ﹤0.01%
+558