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
$1.75B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.4M
3
+$10.5M
4
MSFT icon
Microsoft
MSFT
+$8.1M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.1M

Top Sells

1
+$3.91M
2
+$3.86M
3
+$3.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.14M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.7M

Sector Composition

1 Technology 13.21%
2 Financials 7.35%
3 Consumer Discretionary 4.69%
4 Healthcare 3.65%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.58M 0.09%
31,844
+15,379
227
$1.57M 0.09%
+45,382
228
$1.57M 0.09%
30,645
+20,505
229
$1.56M 0.09%
7,371
-739
230
$1.56M 0.09%
9,718
+7,406
231
$1.56M 0.09%
18,582
-44
232
$1.55M 0.09%
13,904
+11,210
233
$1.55M 0.09%
9,434
-21
234
$1.54M 0.09%
29,723
+18,847
235
$1.54M 0.09%
37,830
+31,731
236
$1.53M 0.09%
33,847
+2,719
237
$1.53M 0.09%
66,475
+2,975
238
$1.53M 0.09%
29,945
+301
239
$1.52M 0.09%
10,029
+2,213
240
$1.51M 0.09%
14,762
+8,448
241
$1.5M 0.09%
3,035
+192
242
$1.5M 0.09%
3,689
-131
243
$1.49M 0.08%
18,427
+2,958
244
$1.47M 0.08%
+12,165
245
$1.45M 0.08%
6,267
+961
246
$1.44M 0.08%
53,579
+36,903
247
$1.44M 0.08%
8,053
+645
248
$1.43M 0.08%
6,894
+266
249
$1.4M 0.08%
2,700
+1,788
250
$1.39M 0.08%
17,553
-397
8 9
10
11 12