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
$1.18B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.29M
3
+$2.44M
4
PG icon
Procter & Gamble
PG
+$2.25M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$4M
2
+$2.51M
3
+$2.32M
4
ULTR
IQ Ultra Short Duration ETF
ULTR
+$1.94M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.29M

Sector Composition

1 Technology 11.88%
2 Financials 8.07%
3 Consumer Discretionary 5.29%
4 Healthcare 4.43%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.11M 0.09%
44,413
-112
227
$1.08M 0.09%
6,951
+296
228
$1.08M 0.09%
24,972
+16,803
229
$1.08M 0.09%
13,852
+454
230
$1.07M 0.09%
6,515
-630
231
$1.07M 0.09%
14,229
-481
232
$1.07M 0.09%
34,769
-394
233
$1.06M 0.09%
13,218
-896
234
$1.06M 0.09%
11,561
+6,718
235
$1.05M 0.09%
15,400
+560
236
$1.05M 0.09%
21,474
-3,478
237
$1.04M 0.09%
28,683
+3,105
238
$1.04M 0.09%
14,485
+941
239
$1.04M 0.09%
22,438
+50
240
$1.04M 0.09%
10,334
+552
241
$1.04M 0.09%
17,880
-2,881
242
$1.03M 0.09%
6,422
+1,040
243
$1.03M 0.09%
3,520
+487
244
$1.02M 0.09%
2,333
+154
245
$1.02M 0.09%
17,763
+1,276
246
$1.01M 0.09%
54,002
+432
247
$1.01M 0.09%
30,105
+972
248
$1M 0.08%
124,561
249
$997K 0.08%
6,538
+370
250
$994K 0.08%
4,352
+187
8 9
10
11 12