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
CRML icon
2351
Critical Metals Corp
CRML
$1.5B
$2.29K ﹤0.01%
+289
KNF icon
2352
Knife River
KNF
$4.32B
$2.29K ﹤0.01%
+28
CTSH icon
2353
Cognizant
CTSH
$25.4B
$2.27K ﹤0.01%
+37
SR icon
2354
Spire
SR
$4.83B
$2.26K ﹤0.01%
+25
JD icon
2355
JD.com
JD
$39.7B
$2.26K ﹤0.01%
+76
CMCT
2356
Creative Media & Community Trust
CMCT
$8.71M
$2.25K ﹤0.01%
+366
TMQ
2357
Trilogy Metals
TMQ
$713M
$2.24K ﹤0.01%
+625
FPWR
2358
First Trust EIP Power Solutions ETF
FPWR
$26M
$2.24K ﹤0.01%
+60
EQR icon
2359
Equity Residential
EQR
$25.5B
$2.24K ﹤0.01%
+38
PBI icon
2360
Pitney Bowes
PBI
$2.3B
$2.23K ﹤0.01%
+202
GPK icon
2361
Graphic Packaging
GPK
$3.19B
$2.23K ﹤0.01%
+224
TWO
2362
Two Harbors Investment
TWO
$1.3B
$2.23K ﹤0.01%
+195
NOV icon
2363
NOV
NOV
$7.55B
$2.2K ﹤0.01%
+117
COLL icon
2364
Collegium Pharmaceutical
COLL
$1.11B
$2.15K ﹤0.01%
+65
FITE
2365
State Street SPDR S&P Kensho Future Security ETF
FITE
$150M
$2.14K ﹤0.01%
+25
AR icon
2366
Antero Resources
AR
$11.4B
$2.12K ﹤0.01%
+50
BATRA icon
2367
Atlanta Braves Holdings Series A
BATRA
$3.41B
$2.12K ﹤0.01%
+45
RAL
2368
Ralliant Corp
RAL
$6.88B
$2.12K ﹤0.01%
+51
VOYA icon
2369
Voya Financial
VOYA
$7.72B
$2.12K ﹤0.01%
+31
FINX icon
2370
Global X FinTech ETF
FINX
$181M
$2.1K ﹤0.01%
+91
ESTC icon
2371
Elastic
ESTC
$6.7B
$2.1K ﹤0.01%
+42
AGZD icon
2372
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$99.4M
$2.07K ﹤0.01%
+92
XTIA icon
2373
XTI Aerospace
XTIA
$72.7M
$2.07K ﹤0.01%
+1,000
DGT icon
2374
State Street SPDR Global Dow ETF
DGT
$627M
$2.04K ﹤0.01%
+12
VYX icon
2375
NCR Voyix
VYX
$976M
$2.04K ﹤0.01%
+323