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
251
$909K 0.08%
41,025
+11,016
252
$906K 0.08%
18,750
+9,354
253
$905K 0.08%
5,437
+1,702
254
$898K 0.08%
43,633
+4,400
255
$895K 0.08%
+20,002
256
$894K 0.08%
19,823
+151
257
$873K 0.08%
42,737
+77
258
$870K 0.08%
23,277
+7,755
259
$866K 0.08%
3,283
-1
260
$863K 0.08%
13,937
-192
261
$861K 0.08%
18,315
-1,045
262
$856K 0.08%
44,794
+4,344
263
$845K 0.08%
2,943
-10
264
$836K 0.08%
4,087
+70
265
$829K 0.08%
13,392
+523
266
$818K 0.08%
9,834
+1,261
267
$810K 0.08%
5,414
-4,460
268
$802K 0.07%
25,680
-3,052
269
$797K 0.07%
26,903
+11,321
270
$786K 0.07%
7,110
+391
271
$786K 0.07%
8,423
-228
272
$784K 0.07%
10,097
-278
273
$778K 0.07%
8,066
+1,343
274
$774K 0.07%
+12,304
275
$773K 0.07%
3,241
+305
9 10
11
12 13