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
LION icon
2301
Lionsgate Studios
LION
$3.92B
$2.94K ﹤0.01%
+307
MJ icon
2302
Amplify Alternative Harvest ETF
MJ
$135M
$2.93K ﹤0.01%
+128
TY icon
2303
TRI-Continental Corp
TY
$1.87B
$2.93K ﹤0.01%
+93
DFIN icon
2304
Donnelley Financial Solutions
DFIN
$929M
$2.92K ﹤0.01%
+62
JQC icon
2305
Nuveen Credit Strategies Income Fund
JQC
$707M
$2.92K ﹤0.01%
+600
USGO icon
2306
US GoldMining
USGO
$119M
$2.91K ﹤0.01%
+250
CLH icon
2307
Clean Harbors
CLH
$15.1B
$2.87K ﹤0.01%
+10
VUSB icon
2308
Vanguard Ultra-Short Bond ETF
VUSB
$8.24B
$2.87K ﹤0.01%
+58
HE icon
2309
Hawaiian Electric Industries
HE
$2.35B
$2.86K ﹤0.01%
+193
EWW icon
2310
iShares MSCI Mexico ETF
EWW
$1.91B
$2.85K ﹤0.01%
+38
BBCA icon
2311
JPMorgan BetaBuilders Canada ETF
BBCA
$10.6B
$2.82K ﹤0.01%
+30
DLB icon
2312
Dolby
DLB
$5.08B
$2.76K ﹤0.01%
+46
DUOL icon
2313
Duolingo
DUOL
$5.05B
$2.76K ﹤0.01%
+28
CLBT icon
2314
Cellebrite
CLBT
$3.53B
$2.76K ﹤0.01%
+200
CHPT icon
2315
ChargePoint
CHPT
$212M
$2.75K ﹤0.01%
+567
BOX icon
2316
Box
BOX
$3.69B
$2.72K ﹤0.01%
+115
KNSA icon
2317
Kiniksa Pharmaceuticals
KNSA
$3.76B
$2.7K ﹤0.01%
+56
IT icon
2318
Gartner
IT
$10.9B
$2.69K ﹤0.01%
+17
IWX icon
2319
iShares Russell Top 200 Value ETF
IWX
$3.51B
$2.69K ﹤0.01%
+29
FMC icon
2320
FMC
FMC
$1.51B
$2.69K ﹤0.01%
+156
NHS
2321
Neuberger High Yield Strategies Fund Inc
NHS
$200M
$2.69K ﹤0.01%
+414
TNDM icon
2322
Tandem Diabetes Care
TNDM
$1.39B
$2.68K ﹤0.01%
+140
WBI
2323
WaterBridge Infrastructure LLC
WBI
$1.42B
$2.68K ﹤0.01%
+100
IP icon
2324
International Paper
IP
$18B
$2.68K ﹤0.01%
+75
VIV icon
2325
Telefônica Brasil
VIV
$20.7B
$2.67K ﹤0.01%
+168