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
251
$993K 0.08%
34,583
+1,201
252
$993K 0.08%
44,193
-290
253
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34,521
+4,923
254
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255
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8,842
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256
$960K 0.08%
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257
$958K 0.08%
13,238
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258
$958K 0.08%
42,803
+321
259
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4,023
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260
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16,298
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261
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87,529
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262
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44,284
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263
$940K 0.08%
8,503
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264
$936K 0.08%
18,645
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265
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40,781
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44,271
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271
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2,620
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$902K 0.08%
19,271
-2,292
273
$880K 0.07%
3,322
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274
$874K 0.07%
42,027
+8,318
275
$868K 0.07%
69,926
-1,523
9 10
11
12 13