WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$96.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.5M
3
+$2.45M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.19M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.09M

Top Sells

1
+$2.41M
2
+$2.03M
3
+$1.93M
4
EKG icon
First Trust Nasdaq Lux Digital Health Solutions ETF
EKG
+$1.89M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.72M

Sector Composition

1 Technology 11.39%
2 Financials 6.83%
3 Consumer Discretionary 5.13%
4 Healthcare 4.52%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.05M 0.1%
20,771
+47
227
$1.03M 0.1%
13,497
+902
228
$1.02M 0.09%
45,384
-643
229
$1.02M 0.09%
13,351
+146
230
$1.01M 0.09%
10,605
+319
231
$1.01M 0.09%
21,383
-396
232
$1.01M 0.09%
54,335
-1,584
233
$1M 0.09%
30,917
+7,845
234
$1M 0.09%
6,155
-13
235
$992K 0.09%
+26,625
236
$991K 0.09%
14,819
+168
237
$982K 0.09%
14,787
-161
238
$965K 0.09%
76,601
+309
239
$962K 0.09%
50,200
+3,900
240
$954K 0.09%
9,970
+1,147
241
$936K 0.09%
8,979
+551
242
$932K 0.09%
4,781
-88
243
$921K 0.09%
12,070
-3,414
244
$919K 0.09%
31,454
+9,675
245
$918K 0.09%
16,085
+988
246
$916K 0.09%
9,230
-1,267
247
$910K 0.08%
3,810
-245
248
$910K 0.08%
10,040
+3,633
249
$909K 0.08%
4,036
-9
250
$909K 0.08%
19,852
+2,171
8 9
10
11 12