WWM
Whalen Wealth Management Portfolio holdings
AUM
$186M
1-Year Est. Return
19.59%
1 Year Est. Return
+19.59%
AUM
$171M
AUM Growth
+$11.8M
(+7.4%)
Holding
277
Top Buys
| 1 | +$5.94M | |
| 2 | +$3.85M | |
| 3 | +$2.48M | |
| 4 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$2.36M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$2.34M |
Top Sells
| 1 | +$4.52M | |
| 2 | +$3.67M | |
| 3 | +$2.42M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.26M |
| 5 |
CRH
CRH
|
+$1.82M |
Sector Composition
| 1 | Technology | 19.36% |
| 2 | Industrials | 8.76% |
| 3 | Healthcare | 8.23% |
| 4 | Communication Services | 6.76% |
| 5 | Consumer Discretionary | 4.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Iridium Communications
IRDM
$2B
| – | – |
-6,666
|
|
||
277
JPMorgan Equity Premium Income ETF
JEPI
$42.1B
| – | – |
-42,577
|
|